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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
351
McKinley Carter Wealth Services
West Virginia
$251K -$96.1K -1,182 -26%
SEIA
352
Signature Estate & Investment Advisors
California
$248K -$30.6K -376 -10%
TSWM
353
Tyler-Stone Wealth Management
Ohio
$248K
WLIM
354
White Lighthouse Investment Management
Massachusetts
$246K +$49.1K +604 +22%
TCPWM
355
Traverso Chambers Private Wealth Management
California
$245K
TCM
356
Twin Capital Management
Pennsylvania
$242K +$265K +3,253 New
RIA
357
Regal Investment Advisors
Michigan
$241K +$10.1K +124 +4%
MWM
358
Maltin Wealth Management
New Jersey
$240K
PFS
359
Prospera Financial Services
Texas
$240K +$23.8K +293 +10%
AWA
360
Arete Wealth Advisors
Illinois
$238K -$3.5K -43 -1%
FBC
361
Fairfield, Bush & Co
Connecticut
$238K +$3.25K +40 +1%
GFPC
362
Global Financial Private Client
Florida
$237K +$252K +3,100 New
HIC
363
Holderness Investments Company
North Carolina
$236K
CS
364
Capital Square
Tennessee
$236K +$976 +12 +0.4%
DC
365
Davenport & Co
Virginia
$235K -$18.9K -232 -7%
BDF
366
Black Diamond Financial
Maryland
$234K
FFWA
367
FRG Family Wealth Advisors
Washington
$231K
IFWM
368
Institute for Wealth Management
Colorado
$230K -$240K -2,945 -49%
KeyBank National Association
369
KeyBank National Association
Ohio
$230K +$251K +3,085 New
BAM
370
Belpointe Asset Management
Nevada
$228K -$407 -5 -0.2%
NEWAS
371
N.E.W. Advisory Services
Wisconsin
$228K
TI
372
Trexquant Investment
Connecticut
$227K +$248K +3,048 New
JHCP
373
Jackson Hole Capital Partners
Oklahoma
$226K
RC
374
RegentAtlantic Capital
New Jersey
$226K +$247K +3,032 New
WP
375
WealthSource Partners
California
$225K -$3.58K -44 -1%