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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Focused Wealth Management
New York
$402K +$578 +7 +0.1%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$401K +$14.7K +178 +4%
MA
303
Montag & Associates
Georgia
$399K +$205K +2,483 +106%
TRCT
304
Tower Research Capital (TRC)
New York
$396K +$379K +4,583 +2,236%
TCM
305
True Capital Management
California
$387K +$387K +4,682 New
WIA
306
World Investment Advisors
California
$383K +$57.3K +694 +18%
CB
307
Cadence Bank
Mississippi
$381K
MFC
308
Morris Financial Concepts
South Carolina
$379K
OWA
309
Octavia Wealth Advisors
Ohio
$376K -$16.7K -202 -4%
WAS
310
Winch Advisory Services
Wisconsin
$375K +$3.88K +47 +1%
PIA
311
Petredis Investment Advisors
Pennsylvania
$373K +$373K +4,513 New
BFG
312
Bouchey Financial Group
New York
$373K -$21.6M -261,984 -98%
BWL
313
Bogart Wealth LLC
Virginia
$371K +$17K +206 +5%
SB
314
Simmons Bank
Arkansas
$370K -$26.5K -321 -7%
RPCONE
315
Retirement Planning Company of New England
Rhode Island
$369K +$248 +3 +0.1%
GL
316
Graypoint LLC
New York
$368K +$32.3K +391 +10%
TWA
317
TCI Wealth Advisors
Arizona
$364K -$40.5K -490 -10%
IA
318
IFG Advisory
Georgia
$364K +$49.2K +596 +16%
PSCM
319
Per Stirling Capital Management
Texas
$360K +$360K +4,355 New
HCC
320
Hirtle Callaghan & Co
Pennsylvania
$358K
WPC
321
Waters Parkerson & Co
Louisiana
$356K -$24.8K -300 -7%
EFS
322
Econ Financial Services
Pennsylvania
$355K +$3.47K +42 +1%
HSA
323
HBK Sorce Advisory
Pennsylvania
$354K +$127K +1,537 +56%
IFG
324
Independent Financial Group
California
$354K +$13.1K +158 +4%
CA
325
Continuum Advisory
Idaho
$352K -$6.86K -83 -2%