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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
276
Cahill Financial Advisors
Minnesota
$907K +$135K +1,129 +19%
MHIC
277
Marble Harbor Investment Counsel
Massachusetts
$872K
BEAM
278
Baker Ellis Asset Management
Washington
$867K
WLIM
279
White Lighthouse Investment Management
Massachusetts
$865K +$56.3K +472 +7%
CFG
280
Citizens Financial Group
Rhode Island
$860K +$2.62K +22 +0.3%
CB
281
Commerce Bank
Missouri
$860K +$244K +2,043 +43%
SI
282
Saxon Interests
Texas
$859K
PGFC
283
Peapack-Gladstone Financial Corp
New Jersey
$857K
BWM
284
Birchcreek Wealth Management
Ohio
$856K +$23.8K +200 +3%
VFA
285
Valeo Financial Advisors
Indiana
$856K +$802K +6,725 New
HWM
286
Howard Wealth Management
Connecticut
$853K -$3.46K -29 -0.4%
TCOV
287
Trust Company of Vermont
Vermont
$850K -$104K -869 -12%
NRI
288
NFP Retirement Inc
California
$850K +$13.8K +116 +2%
Brown Advisory
289
Brown Advisory
Maryland
$848K +$64.4K +540 +9%
BAM
290
Belpointe Asset Management
Nevada
$845K +$358K +3,003 +83%
Focus Partners Wealth
291
Focus Partners Wealth
Massachusetts
$840K -$146K -1,226 -16%
PFA
292
Pure Financial Advisors
California
$832K +$152K +1,276 +24%
PPWP
293
Premier Path Wealth Partners
New Jersey
$814K -$10.8K -91 -1%
FCH
294
Freestone Capital Holdings
Washington
$813K +$140K +1,174 +23%
BCM
295
Brookstone Capital Management
Illinois
$809K -$196K -1,645 -21%
PIA
296
Pinion Investment Advisors
Kansas
$803K -$12.8K -107 -2%
QIM
297
Quantitative Investment Management
Virginia
$799K -$765K -6,412 -51%
MIG
298
McGuire Investment Group
Rhode Island
$786K +$45.2K +379 +7%
HR
299
Hardy Reed
Mississippi
$785K
SIAG
300
Safeguard Investment Advisory Group
California
$780K +$4.89K +41 +0.7%