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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EP Wealth Advisors
California
$427K -$29.6K -352 -7%
TLP
302
Trinity Legacy Partners
Texas
$423K -$13.9K -165 -3%
GGS
303
Galvin Gaustad & Stein
Arizona
$422K -$11.8K -140 -3%
MFC
304
Morris Financial Concepts
South Carolina
$422K
NWM
305
NRI Wealth Management
California
$422K +$384K +4,570 New
PA
306
PFG Advisors
Arizona
$421K +$924 +11 +0.2%
PIA
307
Petredis Investment Advisors
Pennsylvania
$416K
APP
308
Avantax Planning Partners
Iowa
$413K -$66.5K -791 -15%
Jones Financial Companies
309
Jones Financial Companies
Missouri
$413K +$80.3K +955 +27%
PRI
310
Prepared Retirement Institute
Pennsylvania
$411K +$374K +4,450 New
AFO
311
Arrowroot Family Office
California
$410K -$4.12K -49 -1%
BFG
312
Bouchey Financial Group
New York
$409K -$8.32K -99 -2%
FWM
313
Focused Wealth Management
New York
$409K -$1.51K -18 -0.4%
CB
314
Commerce Bank
Missouri
$407K +$102K +1,210 +38%
BW
315
Bison Wealth
Georgia
$406K -$27.5K -327 -7%
WAS
316
Winch Advisory Services
Wisconsin
$406K +$4.54K +54 +1%
MIG
317
McGuire Investment Group
Rhode Island
$403K +$99.8K +1,188 +37%
SB
318
Simmons Bank
Arkansas
$401K
BlackRock
319
BlackRock
New York
$401K +$287K +3,415 +365%
HCC
320
Hirtle Callaghan & Co
Pennsylvania
$399K
MFA
321
Mayflower Financial Advisors
Massachusetts
$395K -$1.51K -18 -0.4%
IA
322
IFG Advisory
Georgia
$392K +$336 +4 +0.1%
CAMG
323
CWA Asset Management Group
Florida
$391K -$18.5K -220 -5%
FTUS
324
Flow Traders U.S.
New York
$389K -$712K -8,472 -67%
WC
325
Waterloo Capital
Texas
$387K +$353K +4,196 New