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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Belpointe Asset Management
251
Belpointe Asset Management
Nevada
$312K -$62.7K -950 -18%
TD Private Client Wealth
252
TD Private Client Wealth
New York
$311K -$351K -5,312 -55%
FCA
253
FinTrust Capital Advisors
South Carolina
$309K -$66K -1,000 -19%
Crestwood Advisors Group
254
Crestwood Advisors Group
Massachusetts
$309K -$33K -500 -11%
BWM
255
Birchcreek Wealth Management
Ohio
$308K +$280K +4,241 New
IAMOG
256
Investors Asset Management of Georgia
Georgia
$307K – – –
Cullen/Frost Bankers
257
Cullen/Frost Bankers
Texas
$306K -$19.8K -300 -7%
Sigma Planning Corp
258
Sigma Planning Corp
Michigan
$305K -$5.68K -86 -2%
AWA
259
Arete Wealth Advisors
Illinois
$305K +$27.9K +423 +11%
MCM
260
Murphy Capital Management
New Jersey
$302K +$20.8K +315 +8%
Comerica Bank
261
Comerica Bank
Texas
$301K – – –
ACS
262
Archford Capital Strategies
Illinois
$300K -$64.6K -978 -20%
IP
263
Investment Partners
Ohio
$300K – – –
FHA
264
Flagship Harbor Advisors
Massachusetts
$291K -$4.69K -71 -2%
VIM
265
Vista Investment Management
Pennsylvania
$288K -$3.56K -54 -1%
Capital Wealth Planning
266
Capital Wealth Planning
Florida
$285K +$19.8K +300 +9%
FRA
267
Frank Rimerman Advisors
California
$281K +$254K +3,851 New
LNB
268
Ledyard National Bank
$280K -$11.6K -175 -4%
WCM
269
Windham Capital Management
Massachusetts
$280K +$254K +3,849 New
RIA
270
Regal Investment Advisors
Michigan
$276K +$250K +3,785 New
JWCA
271
J.W. Cole Advisors
Florida
$273K -$206K -3,121 -45%
TCPWM
272
Traverso Chambers Private Wealth Management
California
$272K -$6.6K -100 -3%
NEWAS
273
N.E.W. Advisory Services
Wisconsin
$270K -$85.9K -1,301 -26%
AIC
274
Ameritas Investment Company
Nebraska
$269K -$118K -1,791 -33%
Park Avenue Securities
275
Park Avenue Securities
New York
$266K +$241K +3,651 New