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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$331K +$2.2K +23 +0.7%
CFG
377
Citizens Financial Group
Rhode Island
$330K -$5.55K -58 -2%
WHC
378
Wulff, Hansen & Co
California
$327K +$335K +3,500 New
LNC
379
Lincoln National Corp
Pennsylvania
$326K -$11.5K -120 -3%
FHC
380
First Heartland Consultants
Missouri
$326K – – –
BAM
381
BTS Asset Management
Massachusetts
$324K +$325K +3,391 New
TPW
382
TL Private Wealth
Texas
$322K +$32.8K +343 +11%
FHA
383
Flagship Harbor Advisors
Massachusetts
$318K -$55.6K -581 -15%
CC
384
Courier Capital
New York
$317K -$76.6K -800 -19%
PWM
385
PRW Wealth Management
Massachusetts
$316K +$80.7K +843 +33%
CB
386
Commerce Bank
Missouri
$315K +$2.2K +23 +0.7%
GL
387
Graypoint LLC
New York
$314K -$28.3K -296 -8%
CT
388
Cambridge Trust
Massachusetts
$313K – – –
NEWAS
389
N.E.W. Advisory Services
Wisconsin
$313K +$62.4K +652 +21%
SEIA
390
Signature Estate & Investment Advisors
California
$311K +$319K +3,333 New
TSWM
391
Tyler-Stone Wealth Management
Ohio
$310K +$22K +230 +7%
MHIC
392
Marble Harbor Investment Counsel
Massachusetts
$308K +$38.3K +400 +14%
TCPWM
393
Traverso Chambers Private Wealth Management
California
$307K – – –
DC
394
Davenport & Co
Virginia
$305K -$26.8K -280 -8%
WS
395
Wedbush Securities
California
$305K +$21.1K +220 +7%
WP
396
WealthSource Partners
California
$304K +$766 +8 +0.2%
BWM
397
Birchcreek Wealth Management
Ohio
$303K -$5.27K -55 -2%
HAS
398
HBW Advisory Services
California
$301K +$7.85K +82 +3%
MWM
399
Maltin Wealth Management
New Jersey
$300K +$1.34K +14 +0.4%
FCFC
400
First Commonwealth Financial Corp
Pennsylvania
$299K – – –
14 15
16
17 18