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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
251
Westside Investment Management
California
$534K – – –
LWP
252
LMG Wealth Partners
Louisiana
$532K +$577K +6,826 New
CFGSD
253
Compass Financial Group (South Dakota)
South Dakota
$529K +$1.95K +23 +0.3%
WPW
254
Waldron Private Wealth
Pennsylvania
$529K – – –
MGIA
255
Moneta Group Investment Advisors
Missouri
$528K +$49.9K +590 +10%
SL
256
Stevard LLC
Illinois
$528K – – –
WA
257
WP Advisors
California
$526K +$3.13K +37 +0.6%
RFM
258
Royal Fund Management
Florida
$520K +$283K +3,348 +101%
IA
259
IFP Advisors
Florida
$518K -$393K -4,650 -38%
BWM
260
Birchcreek Wealth Management
Ohio
$509K +$11.3K +134 +2%
CWM
261
Cornerstone Wealth Management
Missouri
$506K +$549K +6,495 New
CHA
262
Carmichael Hill & Associates
Maryland
$504K +$169 +2 +0%
CPSC
263
Carl P. Sherr & Co
Massachusetts
$499K +$123K +1,456 +29%
AIA
264
Avalon Investment & Advisory
Texas
$495K +$14.2K +168 +3%
BOPW
265
Brandywine Oak Private Wealth
Pennsylvania
$494K +$14.9K +176 +3%
CA
266
Cetera Advisors
Colorado
$488K -$521K -6,160 -50%
APP
267
Avantax Planning Partners
Iowa
$485K +$27.2K +321 +5%
SCM
268
Spreng Capital Management
Ohio
$479K -$29.6K -350 -5%
E
269
ETFidea
New York
$478K +$12.9K +153 +3%
HR
270
Hardy Reed
Mississippi
$476K – – –
CWM
271
Collaborative Wealth Management
Florida
$475K -$19.9K -235 -4%
OCPWS
272
One Charles Private Wealth Services
Massachusetts
$467K -$73.4K -868 -13%
WA
273
Wealthstar Advisors
Texas
$464K -$16.5K -195 -3%
FCM
274
Family Capital Management
Michigan
$463K -$50K -591 -9%
MC
275
Matisse Capital
Oregon
$457K +$497K +5,871 New
9 10
11
12 13