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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Ameliora Wealth Management
Switzerland
$12.9K – – –
TFA
702
Toth Financial Advisory
Virginia
$12.7K – – –
EWM
703
EPG Wealth Management
Georgia
$12.4K – – –
TLCM
704
Twin Lakes Capital Management
California
$12.3K – – –
Salem Investment Counselors
705
Salem Investment Counselors
North Carolina
$12.1K +$12.8K +100 New
Vanguard Advisers Inc
706
Vanguard Advisers Inc
Pennsylvania
$12.1K +$12.8K +100 New
DWM
707
Dogwood Wealth Management
Kansas
$12K – – –
CW
708
Curio Wealth
Maryland
$12K +$5.48K +43 +77%
BWA
709
Basecamp Wealth Advisors
Washington
$11.9K +$12.6K +99 New
KFG
710
Kingdom Financial Group
Arizona
$11.9K +$12.4K +97 +9,700%
LAS
711
Lloyd Advisory Services
Georgia
$11.9K +$12.5K +98 New
SFCL
712
Strengthening Families & Communities LLC
Massachusetts
$11.1K +$128 +1 +1%
CT
713
Caldwell Trust
Florida
$10.9K – – –
BWAM
714
Boyd Watterson Asset Management
Ohio
$10.5K – – –
Eastern Bank
715
Eastern Bank
Massachusetts
$10.1K +$10.7K +84 New
MSWA
716
Marshall & Sterling Wealth Advisors
New York
$9.65K – – –
EF
717
Entrust Financial
Pennsylvania
$9.06K +$9.56K +75 New
BAM
718
Bellevue Asset Management
Washington
$9.06K – – –
Horizon Investments
719
Horizon Investments
North Carolina
$8.46K +$8.93K +70 New
TIAA Wealth Investment Management
720
TIAA Wealth Investment Management
New York
$7.97K +$8.42K +66 New
SIC
721
SJS Investment Consulting
Ohio
$7.25K – – –
FCG
722
Financial Connections Group
California
$7K +$7.65K +60 New
RFP
723
Root Financial Partners
California
$6.89K +$7.27K +57 New
GJIA
724
Glass Jacobson Investment Advisors
Maryland
$6.62K -$10.2K -80 -59%
CIAS
725
CBIZ Investment Advisory Services
Ohio
$6.4K – – –