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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
326
Traverso Chambers Private Wealth Management
California
$312K -$30.3K -329 -9%
LNC
327
Lincoln National Corp
Pennsylvania
$310K
RMDI
328
R.M. Davis Inc
Maine
$310K +$309K +3,348 New
FHC
329
First Heartland Consultants
Missouri
$309K -$143K -1,547 -32%
EWA
330
EP Wealth Advisors
California
$306K +$32K +347 +12%
MP
331
McDonald Partners
Ohio
$305K
Wealthfront Advisers
332
Wealthfront Advisers
California
$302K -$302K -3,276 -50%
CT
333
Cambridge Trust
Massachusetts
$301K
CAM
334
Cresset Asset Management
Illinois
$301K +$50.3K +545 +20%
BAM
335
Belpointe Asset Management
Nevada
$300K +$16.1K +174 +6%
SSWM
336
Sheets Smith Wealth Management
North Carolina
$300K +$26.9K +292 +10%
FCFC
337
First Commonwealth Financial Corp
Pennsylvania
$296K
FHB
338
First Hawaiian Bank
Hawaii
$295K -$1.66K -18 -0.6%
HIC
339
Holderness Investments Company
North Carolina
$294K +$2.31K +25 +0.8%
MC
340
Moors & Cabot
Massachusetts
$293K -$922 -10 -0.3%
MWM
341
Maltin Wealth Management
New Jersey
$293K
BDF
342
Black Diamond Financial
Maryland
$292K
WP
343
WealthSource Partners
California
$291K
IA
344
IFP Advisors
Florida
$291K +$52.8K +572 +22%
Millennium Management
345
Millennium Management
New York
$291K +$290K +3,146 New
FFWA
346
FRG Family Wealth Advisors
Washington
$287K
NEWAS
347
N.E.W. Advisory Services
Wisconsin
$284K -$41.5K -450 -13%
SB
348
Strategic Blueprint
Georgia
$284K -$24.6K -267 -8%
WS
349
Wedbush Securities
California
$283K +$20.7K +224 +8%
AIM
350
Anchor Investment Management
South Carolina
$282K -$25.2K -273 -8%