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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
676
North Star Investment Management
Illinois
$13.7K +$129 +1 +1%
EWM
677
EPG Wealth Management
Georgia
$13.5K – – –
TLCM
678
Twin Lakes Capital Management
California
$13.4K – – –
SIC
679
Salem Investment Counselors
North Carolina
$13.1K – – –
DWM
680
Dogwood Wealth Management
Kansas
$13K – – –
FCAS
681
First Command Advisory Services
Texas
$12.7K +$12.6K +97 New
SFCL
682
Strengthening Families & Communities LLC
Massachusetts
$11.9K -$129 -1 -1%
CT
683
Caldwell Trust
Florida
$11.8K +$11.7K +90 New
BWAM
684
Boyd Watterson Asset Management
Ohio
$11.4K – – –
BAM
685
Bellevue Asset Management
Washington
$9.84K – – –
LCM
686
Logan Capital Management
Pennsylvania
$9.79K +$129 +1 +1%
SIC
687
SJS Investment Consulting
Ohio
$7.88K – – –
NMG
688
New Millennium Group
Utah
$6.96K -$6.09K -47 -47%
CIAS
689
CBIZ Investment Advisory Services
Ohio
$6.96K – – –
AAMA
690
Advanced Asset Management Advisors
Ohio
$6.65K – – –
CFG
691
Chapman Financial Group
Hawaii
$6.57K – – –
MAM
692
Morse Asset Management
Connecticut
$6.43K – – –
PIP
693
Peachtree Investment Partners
Florida
$5.84K – – –
HWM
694
HighMark Wealth Management
Minnesota
$4.61K +$4.53K +35 New
PFBT
695
Parkside Financial Bank & Trust
Missouri
$4.59K – – –
GA
696
Guerra Advisors
Florida
$4.07K +$4.01K +31 New
CMP
697
Coston McIsaac & Partners
Maine
$4K – – –
MSWA
698
Marshall & Sterling Wealth Advisors
New York
$3.21K – – –
VNA
699
Valley National Advisers
Pennsylvania
$3K – – –
TPBG
700
Turning Point Benefit Group
Maryland
$2.34K +$2.33K +18 New
26 27
28
29 30