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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
301
Boenning & Scattergood
Pennsylvania
$540K +$69.1K +721 +14%
RFN
302
Redwood Financial Network
Ohio
$522K +$535K +5,585 New
MHS
303
M Holdings Securities
Oregon
$521K +$534K +5,577 New
AW
304
Avion Wealth
Texas
$515K +$528K +5,513 New
CA
305
Cetera Advisors
Colorado
$514K +$76.4K +798 +17%
SVWAG
306
Sound View Wealth Advisors Group
Georgia
$508K +$57.8K +604 +12%
SFA
307
Sequoia Financial Advisors
Ohio
$501K +$105K +1,096 +26%
HWA
308
HHM Wealth Advisors
Tennessee
$500K +$130K +1,355 +34%
NF
309
Norwood Financial
Pennsylvania
$494K -$47.4K -495 -9%
FWM
310
Focused Wealth Management
New York
$493K +$4.69K +49 +0.9%
NFG
311
Nations Financial Group
Iowa
$491K +$168K +1,752 +50%
Nomura Asset Management
312
Nomura Asset Management
Japan
$486K -$2.04M -21,300 -80%
SPA
313
Sentinel Pension Advisors
Massachusetts
$480K -$381K -3,974 -44%
Deutsche Bank
314
Deutsche Bank
Germany
$480K
FFA
315
Founders Financial Alliance
North Carolina
$475K +$53.2K +555 +12%
KPCM
316
Kings Point Capital Management
New York
$472K +$18.4K +192 +4%
ECM
317
Evergreen Capital Management
Washington
$463K -$9.19K -96 -2%
CFA
318
Compass Financial Advisors
Indiana
$463K +$131K +1,364 +38%
MG
319
Mather Group
Illinois
$462K +$473K +4,944 New
SMA
320
Sage Mountain Advisors
Georgia
$459K
SB
321
Simmons Bank
Arkansas
$447K +$1.25K +13 +0.3%
MP
322
McDonald Partners
Ohio
$446K -$2.24M -23,375 -83%
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$442K +$35.2K +368 +9%
UIA
324
Ulland Investment Advisors
Minnesota
$441K -$615K -6,420 -58%
SCA
325
Spearhead Capital Advisors
Florida
$431K -$111K -1,159 -20%