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Vanguard Industrials ETF
VIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
451
Athena Investment Management
California
$248K -$76.3K -225 -25%
CWA
452
Crusonia Wealth Advisors
Colorado
$247K – – –
GCP
453
Guardian Capital (Pennsylvania)
Pennsylvania
$246K -$102K -301 -31%
AL
454
Aspiriant LLC
California
$245K -$210K -620 -48%
OCM
455
Objective Capital Management
Ohio
$245K – – –
KF
456
Krilogy Financial
Missouri
$245K – – –
PWM
457
Perigon Wealth Management
California
$244K +$230K +678 New
AAM
458
American Asset Management
Florida
$243K +$678 +2 +0.3%
VPP
459
Vertex Planning Partners
Illinois
$241K – – –
CC
460
Courier Capital
New York
$240K -$18.6K -55 -8%
AWE
461
Avidian Wealth Enterprises
Texas
$239K – – –
PWP
462
Perfromance Wealth Partners
Illinois
$239K – – –
BFPW
463
BOK Financial Private Wealth
Colorado
$237K – – –
BAAM
464
Baker Avenue Asset Management
California
$237K +$678 +2 +0.3%
BC
465
Burney Company
Virginia
$234K -$7.46K -22 -3%
EFP
466
Elser Financial Planning
Indiana
$233K – – –
WA
467
Wealthstar Advisors
Texas
$233K +$219K +646 New
CBU
468
CIBC Bancorp USA
Illinois
$232K +$218K +643 New
SPI
469
Santori & Peters Inc
Pennsylvania
$231K +$339 +1 +0.2%
4A
470
4Wealth Advisors
Illinois
$230K +$219K +646 New
SA
471
SJBenen ADVISORY
North Carolina
$229K +$219K +646 New
PI
472
PFG Investments
New York
$227K -$16.9K -50 -7%
CVA
473
Central Valley Advisors
California
$227K +$214K +630 New
AIIMS
474
Analyst IMS Investment Management Services
Israel
$227K +$214K +630 New
TPW
475
Tiller Private Wealth
Pennsylvania
$225K +$212K +625 New
17 18
19
20 21