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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pure Financial Advisors
California
$291K +$282K +3,588 New
FA
327
FDx Advisors
Illinois
$288K +$278K +3,540 New
FA
328
Fiduciary Alliance
South Carolina
$286K
USCWA
329
U.S. Capital Wealth Advisors
Texas
$286K +$276K +3,516 New
CWM
330
C2C Wealth Management
Arizona
$285K +$56K +713 +27%
CAG
331
Crestwood Advisors Group
Massachusetts
$284K
BAM
332
BOS Asset Management
Illinois
$277K
RJT
333
Raymond James Trust
Florida
$275K +$33.1K +422 +14%
TSWM
334
Tyler-Stone Wealth Management
Ohio
$275K +$266K +3,389 New
BFA
335
Bragg Financial Advisors
North Carolina
$273K -$29.3K -373 -10%
CC
336
Courier Capital
New York
$270K -$4.79K -61 -2%
KeyBank National Association
337
KeyBank National Association
Ohio
$268K +$16.5K +210 +7%
TCPWM
338
Traverso Chambers Private Wealth Management
California
$267K
TPW
339
TL Private Wealth
Texas
$267K +$1.18K +15 +0.5%
FTUS
340
Flow Traders U.S.
New York
$266K -$863 -11 -0.3%
MCWS
341
McKinley Carter Wealth Services
West Virginia
$264K -$11.2K -143 -4%
MWM
342
Maltin Wealth Management
New Jersey
$263K +$1.96K +25 +0.8%
WT
343
Whittier Trust
California
$260K
FBC
344
Fairfield, Bush & Co
Connecticut
$259K
BDF
345
Black Diamond Financial
Maryland
$256K
CIA
346
Capital Investment Advisors
Georgia
$254K -$1.18K -15 -0.5%
NEWAS
347
N.E.W. Advisory Services
Wisconsin
$254K
TPCW
348
TD Private Client Wealth
New York
$253K +$3.06K +39 +1%
FWM
349
FSA Wealth Management
Massachusetts
$253K +$244K +3,111 New
AWA
350
Amplius Wealth Advisors
Pennsylvania
$251K