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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
676
Pittenger & Anderson Inc
Nebraska
$30.7K – – –
CJ
677
Caitlin John
Michigan
$29.7K – – –
SWP
678
SIMA Wealth Partners
Virginia
$27.9K – – –
CFG
679
CKW Financial Group
Hawaii
$27K +$25.5K +200 New
SGK
680
Steigerwald Gordon & Koch
Virginia
$27K – – –
PK
681
Pflug Koory
Nebraska
$26.3K – – –
GCM
682
Gunpowder Capital Management
Maryland
$26.1K -$12.4K -97 -33%
POIA
683
Pin Oak Investment Advisors
Texas
$26K – – –
BF
684
Brooklyn FI
New York
$25.5K +$23.7K +186 New
PWA
685
Provenance Wealth Advisors
Florida
$24.6K – – –
1NWS
686
1 North Wealth Services
Maryland
$23.2K +$22.5K +176 New
DF
687
DecisionPoint Financial
Arizona
$22.7K – – –
T
688
Tidemark
California
$22.3K +$5.61K +44 +35%
CAL
689
Capital Advisors Ltd
Ohio
$20K – – –
AEPWM
690
Atlantic Edge Private Wealth Management
Florida
$19.7K – – –
ICCON
691
Investment Counsel Company of Nevada
Nevada
$19.7K +$19.1K +150 New
ANBT
692
American National Bank & Trust
Texas
$19.2K -$18.5K -145 -50%
LWM
693
Lodestone Wealth Management
Washington
$18.4K -$3.06K -24 -15%
NRG
694
Nemes Rush Group
Michigan
$18.2K – – –
MLA
695
MB, Levis & Associates
Pennsylvania
$18K – – –
CFFP
696
Center for Financial Planning
Michigan
$17.9K – – –
HR
697
Howe & Rusling
New York
$17.5K +$10.7K +84 +171%
NF
698
Napier Financial
Massachusetts
$17.1K – – –
GWS
699
Glassman Wealth Services
Virginia
$16.7K – – –
GWS
700
Greykasell Wealth Strategies
California
$16.4K – – –
26 27
28
29 30