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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
701
Atlantic Edge Private Wealth Management
Florida
$20K -$48.7K -375 -71%
IIM
702
IFC & Insurance Marketing
California
$20K +$19.1K +147 New
NRG
703
Nemes Rush Group
Michigan
$18.4K – – –
MLA
704
MB, Levis & Associates
Pennsylvania
$18.3K – – –
CFFP
705
Center for Financial Planning
Michigan
$18.2K – – –
GJIA
706
Glass Jacobson Investment Advisors
Maryland
$18K -$113K -867 -87%
AGWCA
707
Annis Gardner Whiting Capital Advisors
Florida
$17.4K – – –
GWS
708
Glassman Wealth Services
Virginia
$17K – – –
FWP
709
FAS Wealth Partners
Kansas
$16.4K +$16K +123 New
BW
710
Bravera Wealth
North Dakota
$16.3K +$15.8K +122 New
FPF
711
First Pacific Financial
Washington
$16.2K +$130 +1 +0.8%
TCOT
712
Trust Company of Toledo
Ohio
$16K – – –
GEA
713
Glen Eagle Advisors
New Jersey
$15.7K +$130 +1 +0.9%
NFSG
714
Newbridge Financial Services Group
Florida
$15.4K – – –
T
715
Tidemark
California
$15.4K – – –
ACM
716
Anfield Capital Management
California
$14.8K – – –
PGAM
717
Princeton Global Asset Management
New Jersey
$14.8K +$130 +1 +0.9%
AWM
718
Ameliora Wealth Management
Switzerland
$14.3K – – –
NSIM
719
North Star Investment Management
Illinois
$14K – – –
TFA
720
Toth Financial Advisory
Virginia
$14K – – –
EWM
721
EPG Wealth Management
Georgia
$13.7K – – –
TLCM
722
Twin Lakes Capital Management
California
$13.6K – – –
DWM
723
Dogwood Wealth Management
Kansas
$13.2K – – –
HR
724
Howe & Rusling
New York
$13.1K +$12.7K +98 New
FMTCOCP
725
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K -$94.2K -725 -88%
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