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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HW
201
Hamilton Wealth
California
$422K – – –
SPC
202
Sigma Planning Corp
Michigan
$420K -$170K -2,459 -29%
GLA
203
Good Life Advisors
Pennsylvania
$407K -$73.5K -1,064 -16%
VIM
204
Vista Investment Management
Pennsylvania
$404K -$8.22K -119 -2%
CWM
205
CCG Wealth Management
California
$402K -$86.9K -1,258 -18%
FANJ
206
Financial Architects (New Jersey)
New Jersey
$401K -$459K -6,636 -54%
FT
207
Fiduciary Trust
Massachusetts
$399K – – –
WPC
208
Waters Parkerson & Co
Louisiana
$387K – – –
NNP
209
Nachman Norwood & Parrott
South Carolina
$384K – – –
GC
210
Grace Capital
Massachusetts
$378K -$130K -1,880 -26%
CHA
211
Carmichael Hill & Associates
Maryland
$374K -$13.8K -200 -4%
BS
212
Boenning & Scattergood
Pennsylvania
$371K -$14.5K -210 -4%
FCA
213
FinTrust Capital Advisors
South Carolina
$364K +$55.3K +800 +18%
MAFM
214
Mid Atlantic Financial Management
Pennsylvania
$360K +$51.3K +743 +17%
CAG
215
Crestwood Advisors Group
Massachusetts
$359K +$107K +1,551 +43%
SB
216
Simmons Bank
Arkansas
$356K – – –
OC
217
Oppenheimer & Co
New York
$353K -$11.1K -161 -3%
WA
218
Wealthstar Advisors
Texas
$344K +$12.1K +175 +4%
BFO
219
Boston Family Office
Massachusetts
$343K -$154K -2,225 -31%
CWM
220
Confluence Wealth Management
Oregon
$340K – – –
IA
221
IFP Advisors
Florida
$332K +$328K +4,749 New
PPA
222
Parametric Portfolio Associates
Washington
$327K +$42.7K +618 +15%
FAIM
223
Financial Advocates Investment Management
Washington
$325K -$136K -1,969 -31%
BFA
224
Bragg Financial Advisors
North Carolina
$321K -$967 -14 -0.3%
FHA
225
Flagship Harbor Advisors
Massachusetts
$320K +$46.6K +674 +17%
7 8
9
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