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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
276
Wealthstar Advisors
Texas
$481K +$422 +5 +0.1%
IFWM
277
Institute for Wealth Management
Colorado
$466K -$639K -7,568 -56%
CHA
278
Carmichael Hill & Associates
Maryland
$463K +$12.5K +148 +3%
TWA
279
TCI Wealth Advisors
Arizona
$460K
WA
280
WP Advisors
California
$460K +$2.7K +32 +0.5%
APP
281
Avantax Planning Partners
Iowa
$456K -$161K -1,905 -24%
MFG
282
Magnus Financial Group
New York
$453K +$4.14K +49 +0.8%
E
283
ETFidea
New York
$452K +$495K +5,857 New
SVWAG
284
Sound View Wealth Advisors Group
Georgia
$452K +$35.5K +420 +8%
BS
285
Boenning & Scattergood
Pennsylvania
$449K +$2.53K +30 +0.5%
OWA
286
Octavia Wealth Advisors
Ohio
$438K -$10.9K -129 -2%
CFO
287
Collective Family Office
Pennsylvania
$436K -$32.1K -380 -6%
NFG
288
Nations Financial Group
Iowa
$421K +$16.9K +200 +4%
Bank of New York Mellon
289
Bank of New York Mellon
New York
$419K -$440K -5,211 -49%
RFN
290
Redwood Financial Network
Ohio
$419K -$13.3K -158 -3%
CA
291
Cetera Advisors
Colorado
$418K -$7.51K -89 -2%
HWA
292
HHM Wealth Advisors
Tennessee
$413K
NF
293
Norwood Financial
Pennsylvania
$409K
EWA
294
EP Wealth Advisors
California
$409K +$77.3K +915 +21%
Deutsche Bank
295
Deutsche Bank
Germany
$398K
BTIM
296
BancFirst Trust & Investment Management
Oklahoma
$398K +$348K +4,125 New
BDWCC
297
B&D White Capital Company
Texas
$396K -$660K -7,812 -60%
Lido Advisors
298
Lido Advisors
California
$395K -$122K -1,441 -22%
CFA
299
Compass Financial Advisors
Indiana
$387K +$4.81K +57 +1%
ECM
300
Evergreen Capital Management
Washington
$383K +$591 +7 +0.1%