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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
RBA Wealth Management
California
$951K +$960K +9,851 New
LWM
227
Liberty Wealth Management
California
$945K -$1.15M -11,809 Closed
SL
228
SWMG LLC
Texas
$940K -$65.7K -674 -6%
DWM
229
Doyle Wealth Management
Florida
$930K +$38.2K +392 +4%
GC
230
Gilbert & Cook
Iowa
$919K -$58.1K -596 -6%
CIA
231
Cladis Investment Advisory
Montana
$916K +$924K +9,484 New
TLP
232
Trinity Legacy Partners
Texas
$906K +$7.7K +79 +0.8%
WMA
233
Wealth Management Associates
New Jersey
$905K +$31.7K +325 +4%
Renaissance Technologies
234
Renaissance Technologies
New York
$898K +$107K +1,100 +13%
SPA
235
Sentinel Pension Advisors
Massachusetts
$880K
VIA
236
Vickerman Investment Advisors
Washington
$871K -$146K -1,498 -14%
DWT
237
Dorsey & Whitney Trust
South Dakota
$869K
BPA
238
Beacon Pointe Advisors
California
$869K +$8.77K +90 +1%
LWAC
239
Laurel Wealth Advisors (California)
California
$862K +$869K +8,922 New
RJT
240
Raymond James Trust
Florida
$858K +$11K +113 +1%
SIAG
241
Safeguard Investment Advisory Group
California
$844K -$6.04K -62 -0.7%
CG
242
Colony Group
Massachusetts
$836K -$273K -2,800 -24%
BRWA
243
B. Riley Wealth Advisors
Florida
$828K -$56.4K -579 -6%
CB
244
Community Bank
New York
$828K +$2.44K +25 +0.3%
TI
245
tru Independence
Oregon
$826K -$29K -298 -3%
GFP
246
Gryphon Financial Partners
Ohio
$814K +$2.63K +27 +0.3%
HGERS
247
Householder Group Estate & Retirement Specialist
Arizona
$803K +$811K +8,320 New
CS
248
Comerica Securities
Michigan
$796K +$30K +308 +4%
RWA
249
Rainsberger Wealth Advisors
Colorado
$792K +$799K +8,198 New
DOA
250
D'Orazio & Associates
Virginia
$771K -$15.5K -159 -2%