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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
351
Main Street Financial Solutions
Pennsylvania
$249K -$7.54K -96 -3%
FHC
352
First Heartland Consultants
Missouri
$246K -$5.18K -66 -2%
JHCP
353
Jackson Hole Capital Partners
Oklahoma
$246K – – –
MIG
354
McGuire Investment Group
Rhode Island
$244K +$29.5K +376 +14%
HWM
355
HB Wealth Management
Georgia
$244K -$188K -2,395 -44%
CPIG
356
Chicago Partners Investment Group
Illinois
$243K +$224K +2,852 New
AAS
357
Ameritas Advisory Services
Nebraska
$242K -$433K -5,514 -65%
RMDI
358
R.M. Davis Inc
Maine
$241K – – –
GRP
359
Global Retirement Partners
California
$240K -$31.3K -399 -12%
WS
360
Wedbush Securities
California
$237K -$19.3K -246 -8%
DC
361
Davenport & Co
Virginia
$237K – – –
SPC
362
Sigma Planning Corp
Michigan
$231K -$221K -2,819 -50%
BSW
363
Buckingham Strategic Wealth
Missouri
$231K +$223K +2,842 New
CBFP
364
Cedar Brook Financial Partners
Ohio
$230K – – –
DFG
365
Delta Financial Group
New Jersey
$228K +$221K +2,811 New
FA
366
Flagstar Advisors
New York
$228K -$7.85K -100 -3%
AMBIA
367
Allen Mooney & Barnes Investment Advisors
Georgia
$227K +$219K +2,790 New
WLIM
368
White Lighthouse Investment Management
Massachusetts
$225K -$23.5K -300 -10%
LNC
369
Lincoln National Corp
Pennsylvania
$224K -$62.6K -798 -22%
AWM
370
Apollon Wealth Management
South Carolina
$224K +$216K +2,755 New
BWP
371
Bernardo Wealth Planning
Pennsylvania
$223K – – –
SOS
372
Silver Oak Securities
Tennessee
$221K +$214K +2,721 New
SFA
373
Sequoia Financial Advisors
Ohio
$219K -$2.83K -36 -1%
JWCA
374
J.W. Cole Advisors
Florida
$219K +$211K +2,692 New
JHP
375
James Hambro & Partners
United Kingdom
$218K -$69.9K -890 -25%
13 14
15
16 17