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Vanguard Industrials ETF
VIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
326
Tripletail Wealth Management
Florida
$425K -$17.9K -55 -4%
RIS
327
Richmond Investment Services
Wisconsin
$424K +$114K +351 +35%
SC
328
Scotia Capital
Ontario, Canada
$423K -$2.27K -7 -0.5%
IWM
329
IHT Wealth Management
Illinois
$422K +$1.62K +5 +0.4%
BCI
330
Brinker Capital Investments
Pennsylvania
$408K -$841K -2,591 -66%
AL
331
Aspiriant LLC
California
$406K +$422K +1,301 New
HNB
332
Huntington National Bank
Ohio
$397K – – –
MAM
333
Mystic Asset Management
Rhode Island
$392K -$6.82K -21 -2%
RMAM
334
Raab & Moskowitz Asset Management
New Jersey
$391K -$325 -1 -0.1%
MF
335
Montis Financial
Massachusetts
$388K – – –
OCA
336
Odyssey Capital Advisors
Pennsylvania
$385K -$38.6K -119 -9%
FCH
337
Freestone Capital Holdings
Washington
$385K -$66.9K -206 -14%
KFI
338
Key Financial Inc
Pennsylvania
$383K -$325 -1 -0.1%
GCM
339
Gallacher Capital Management
Colorado
$377K +$325 +1 +0.1%
VA
340
VestGen Advisors
Illinois
$377K +$360K +1,109 New
OCM
341
One Capital Management
California
$377K – – –
AO
342
Advisor OS
Illinois
$376K +$391K +1,203 New
WHC
343
Wulff, Hansen & Co
California
$372K – – –
RPCONE
344
Retirement Planning Company of New England
Rhode Island
$367K +$3.9K +12 +1%
RFN
345
Redwood Financial Network
Ohio
$367K -$20.5K -63 -5%
DAS
346
Daybright Advisory Services
Florida
$366K – – –
TPCW
347
TD Private Client Wealth
New York
$363K +$8.12K +25 +2%
CAM
348
Concorde Asset Management
Michigan
$363K -$315K -970 -45%
SWM
349
SilverOak Wealth Management
Minnesota
$361K – – –
LWM
350
LightSquare Wealth Management
Michigan
$358K +$373K +1,148 New
12 13
14
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