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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
C2C Wealth Management
Arizona
$214K
HI
402
Harbour Investments
Wisconsin
$214K +$234K +2,774 New
IGWM
403
ICA Group Wealth Management
Colorado
$212K
HSA
404
HBK Sorce Advisory
Pennsylvania
$211K +$18.6K +220 +9%
JPLA
405
Joseph P. Lucia & Associates
New York
$210K
KFGK
406
Keystone Financial Group (Kentucky)
Kentucky
$209K -$37.3K -442 -14%
WLIM
407
White Lighthouse Investment Management
Massachusetts
$209K +$228K +2,704 New
SAM
408
Secure Asset Management
Michigan
$208K -$21.9K -259 -9%
VWA
409
V Wealth Advisors
Kansas
$208K
SL
410
Salomon & Ludwin
Virginia
$205K
AA
411
Aire Advisors
California
$200K +$219K +2,590 New
Qube Research & Technologies (QRT)
412
Qube Research & Technologies (QRT)
United Kingdom
$196K -$2.22M -26,246 -91%
WAM
413
Worth Asset Management
Texas
$192K +$210K +2,490 New
WT
414
Whittier Trust
California
$185K -$844 -10 -0.4%
MA
415
Montag & Associates
Georgia
$181K -$16K -189 -7%
BWM
416
Baystate Wealth Management
Massachusetts
$169K +$253 +3 +0.1%
SWM
417
SeaCrest Wealth Management
New York
$156K -$18.6K -220 -10%
RWM
418
Raffa Wealth Management
District of Columbia
$155K
ATC
419
Adirondack Trust Company
New York
$154K
BCV
420
Banque Cantonale Vaudoise
Switzerland
$154K
TCWA
421
Ten Capital Wealth Advisors
Washington
$152K -$15.8K -187 -9%
GLLW
422
Graves Light Lenhart Wealth
Virginia
$150K -$47.3K -560 -22%
EDRH
423
Edmond de Rothschild Holding
Switzerland
$150K
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$145K +$40.4K +478 +34%
BWA
425
BDO Wealth Advisors
Florida
$137K