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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
376
Jackson Hole Capital Partners
Oklahoma
$243K – – –
PWM
377
PRW Wealth Management
Massachusetts
$243K +$263K +3,147 New
WLIM
378
White Lighthouse Investment Management
Massachusetts
$242K +$20K +239 +9%
FHC
379
First Heartland Consultants
Missouri
$240K -$3.68K -44 -1%
RPCONE
380
Retirement Planning Company of New England
Rhode Island
$238K -$118K -1,409 -32%
DC
381
Davenport & Co
Virginia
$234K – – –
USCWA
382
U.S. Capital Wealth Advisors
Texas
$234K -$50.7K -607 -17%
NS
383
NBC Securities
Alabama
$233K +$243K +2,907 New
CWM
384
Congress Wealth Management
Massachusetts
$231K -$1.66M -19,804 -87%
DFG
385
Delta Financial Group
New Jersey
$230K +$4.85K +58 +2%
PFS
386
Prospera Financial Services
Texas
$229K +$238K +2,847 New
HWM
387
HB Wealth Management
Georgia
$228K -$13.8K -165 -5%
LNC
388
Lincoln National Corp
Pennsylvania
$227K +$5.27K +63 +2%
AMBIA
389
Allen Mooney & Barnes Investment Advisors
Georgia
$226K +$1.5K +18 +0.6%
GCP
390
GSA Capital Partners
United Kingdom
$224K +$233K +2,786 New
CIA
391
Compass Ion Advisors
Pennsylvania
$221K +$230K +2,755 New
CPIG
392
Chicago Partners Investment Group
Illinois
$221K +$752 +9 +0.3%
BWP
393
Bernardo Wealth Planning
Pennsylvania
$221K – – –
SOS
394
Silver Oak Securities
Tennessee
$219K +$669 +8 +0.3%
CBFP
395
Cedar Brook Financial Partners
Ohio
$215K -$12.4K -148 -5%
JHP
396
James Hambro & Partners
United Kingdom
$215K – – –
AA
397
Aire Advisors
California
$213K +$1.17K +14 +0.5%
WS
398
Wedbush Securities
California
$212K -$23.5K -281 -10%
VFA
399
Valeo Financial Advisors
Indiana
$208K +$217K +2,593 New
CIM
400
Corbyn Investment Management
Maryland
$208K – – –
14 15
16
17 18