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Vanguard Materials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIG
226
Heritage Investment Group
Florida
$389K – – –
VWA
227
VSM Wealth Advisory
Maryland
$386K +$21.3K +92 +6%
KWM
228
Keebeck Wealth Management
Illinois
$380K -$10.7K -46 -3%
KPWS
229
Kestra Private Wealth Services
Texas
$378K -$14.4K -62 -4%
BOPW
230
Brandywine Oak Private Wealth
Pennsylvania
$375K – – –
YWM
231
Yoder Wealth Management
California
$373K -$5.8K -25 -2%
WA
232
Waverly Advisors
Alabama
$368K +$5.34K +23 +1%
PWA
233
Peterson Wealth Advisors
Utah
$368K -$3.71K -16 -1%
RWP
234
RWA Wealth Partners
Massachusetts
$367K – – –
AC
235
Apella Capital
Connecticut
$359K -$464 -2 -0.1%
MPPHD
236
Maloon Powers Pitre Higgins & Dennehy
California
$359K +$1.06M +4,550 New
MCM
237
MontVue Capital Management
Virginia
$356K – – –
EPM
238
Elm Partners Management
Pennsylvania
$350K +$1.16K +5 +0.3%
HWM
239
HB Wealth Management
Georgia
$350K +$464 +2 +0.1%
CAS
240
Coppell Advisory Solutions
Texas
$342K +$513K +2,212 New
ISL
241
Ingalls & Snyder LLC
New York
$337K – – –
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$337K – – –
Jane Street
243
Jane Street
New York
$329K +$100K +431 +43%
US Bancorp
244
US Bancorp
Minnesota
$316K +$40.8K +176 +15%
KWM
245
Kingsview Wealth Management
Oregon
$309K +$313K +1,350 New
TWM
246
Tripletail Wealth Management
Florida
$307K +$215K +925 +235%
PA
247
PFG Advisors
Arizona
$303K +$25.5K +110 +9%
TBFA
248
Three Bearings Fiduciary Advisors
New Hampshire
$302K – – –
EWM
249
Evermay Wealth Management
Virginia
$301K – – –
CFO
250
Collective Family Office
Pennsylvania
$296K – – –