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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
276
Caprock Group
Idaho
$451K -$102K -1,106 -19%
BS
277
Boenning & Scattergood
Pennsylvania
$451K +$47.8K +518 +12%
WAS
278
Winch Advisory Services
Wisconsin
$442K – – –
CSPIA
279
Cary Street Partners Investment Advisory
Virginia
$438K +$130K +1,410 +42%
CW
280
CreativeOne Wealth
Kansas
$436K +$6.55K +71 +2%
AL
281
Aspiriant LLC
California
$435K – – –
CC
282
Courier Capital
New York
$435K – – –
BFA
283
Bragg Financial Advisors
North Carolina
$434K +$13.9K +151 +3%
CB
284
Cadence Bank
Mississippi
$427K – – –
WPC
285
Waters Parkerson & Co
Louisiana
$426K – – –
GVAG
286
Great Valley Advisor Group
Delaware
$424K -$5.17K -56 -1%
KPCM
287
Kings Point Capital Management
New York
$424K +$4.24K +46 +1%
CA
288
Cetera Advisors
Colorado
$421K -$30.6K -332 -7%
MCWS
289
McKinley Carter Wealth Services
West Virginia
$408K – – –
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$405K -$5.9K -64 -1%
HWAM
291
Hennion & Walsh Asset Management
New Jersey
$405K – – –
RIA
292
Realta Investment Advisors
Delaware
$402K -$7.56K -82 -2%
HCC
293
Hirtle Callaghan & Co
Pennsylvania
$401K – – –
CIM
294
Corbyn Investment Management
Maryland
$398K – – –
MCM
295
Murphy Capital Management
New Jersey
$398K +$4.61K +50 +1%
CAG
296
Csenge Advisory Group
Florida
$395K +$387K +4,200 New
TCWM
297
Total Clarity Wealth Management
Illinois
$392K -$40.4K -438 -9%
MFGM
298
Marshall Financial Group (Maryland)
Maryland
$391K – – –
FHA
299
Flagship Harbor Advisors
Massachusetts
$390K – – –
BWM
300
Birchcreek Wealth Management
Ohio
$387K – – –
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