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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$16.7K – – –
GWS
702
Greykasell Wealth Strategies
California
$16.4K – – –
S
703
SignatureFD
Georgia
$16.4K – – –
FWP
704
FAS Wealth Partners
Kansas
$16.3K +$128 +1 +0.8%
BIAS
705
Beacon Investment Advisory Services
New Jersey
$16.2K +$128 +1 +0.8%
FPF
706
First Pacific Financial
Washington
$16.1K +$128 +1 +0.8%
BW
707
Bravera Wealth
North Dakota
$16.1K – – –
FCT
708
First Community Trust
Iowa
$15.8K – – –
TCOT
709
Trust Company of Toledo
Ohio
$15.8K – – –
GEA
710
Glen Eagle Advisors
New Jersey
$15.6K – – –
NFSG
711
Newbridge Financial Services Group
Florida
$15.2K – – –
PGAM
712
Princeton Global Asset Management
New Jersey
$14.7K +$128 +1 +0.9%
MIP
713
Mondrian Investment Partners
United Kingdom
$14.6K +$14.2K +111 New
AWM
714
Ameliora Wealth Management
Switzerland
$14.1K – – –
NSIM
715
North Star Investment Management
Illinois
$14K -$120K -937 -90%
TFA
716
Toth Financial Advisory
Virginia
$13.8K – – –
EWM
717
EPG Wealth Management
Georgia
$13.6K – – –
TLCM
718
Twin Lakes Capital Management
California
$13.5K +$128 +1 +1%
VR
719
Vision Retirement
New Jersey
$13.5K +$13.1K +103 New
SIC
720
Salem Investment Counselors
North Carolina
$13.2K – – –
FB
721
First Bancorp
Maine
$13.2K +$12.8K +100 New
BWA
722
Basecamp Wealth Advisors
Washington
$13K – – –
SFCL
723
Strengthening Families & Communities LLC
Massachusetts
$12.2K – – –
CT
724
Caldwell Trust
Florida
$11.8K – – –
BWAM
725
Boyd Watterson Asset Management
Ohio
$11.4K – – –
27 28
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