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Vanguard Industrials ETF
VIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
326
Kovack Advisors
Florida
$236K +$219K +965 New
PP
327
Patten & Patten
Tennessee
$233K – – –
SI
328
Stephens Inc
Arkansas
$231K -$12.3K -54 -5%
COCM
329
Charter Oak Capital Management
New Hampshire
$231K – – –
AGA
330
Arkos Global Advisors
Texas
$231K +$215K +946 New
GRP
331
Global Retirement Partners
California
$231K +$13.2K +58 +7%
RJT
332
Raymond James Trust
Florida
$229K +$213K +937 New
FA
333
Fountainhead AM
New Jersey
$227K +$212K +932 New
IWA
334
IVC Wealth Advisors
Pennsylvania
$220K -$28.4K -125 -12%
PIA
335
Perennial Investment Advisors
California
$218K +$203K +892 New
TPCW
336
TD Private Client Wealth
New York
$218K +$909 +4 +0.5%
TCA
337
Transcend Capital Advisors
New Jersey
$215K +$200K +882 New
CWM
338
Castle Wealth Management
Florida
$214K +$199K +876 New
EWM
339
Elevatus Welath Management
New York
$213K +$199K +874 New
LFAS
340
Level Four Advisory Services
Texas
$213K – – –
BIM
341
Breakwater Investment Management
Washington
$213K +$198K +871 New
VPP
342
Vertex Planning Partners
Illinois
$211K +$196K +865 New
VCM
343
Vivaldi Capital Management
Illinois
$210K +$196K +862 New
IW
344
Imprint Wealth
South Carolina
$209K +$196K +863 New
CW
345
CreativeOne Wealth
Kansas
$208K +$194K +853 New
LWANC
346
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K – – –
IA
347
IFP Advisors
Florida
$207K -$90K -396 -32%
TC
348
TownSquare Capital
Utah
$205K +$191K +841 New
BOM
349
Bank of Marin
California
$203K +$189K +833 New
FPB
350
First PREMIER Bank
South Dakota
$203K -$22.5K -99 -11%
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