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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
401
MGO One Seven
Ohio
$226K +$206K +2,452 New
HHRDM
402
H&H Retirement Design & Management
Nevada
$223K +$199K +2,366 New
LNC
403
Lincoln National Corp
Pennsylvania
$221K -$35.5K -422 -15%
JPLA
404
Joseph P. Lucia & Associates
New York
$221K +$201K +2,395 New
BAM
405
Belpointe Asset Management
Nevada
$219K +$200K +2,376 New
AIM
406
Acropolis Investment Management
Missouri
$219K
CIC
407
Carnegie Investment Counsel
Ohio
$218K +$199K +2,368 New
PCMC
408
Private Capital Management (Colorado)
Colorado
$218K +$924 +11 +0.5%
MG
409
Mather Group
Illinois
$218K +$199K +2,363 New
JWCA
410
J.W. Cole Advisors
Florida
$218K -$271K -3,224 -58%
USCWA
411
U.S. Capital Wealth Advisors
Texas
$215K -$48.2K -574 -20%
BCM
412
Boltwood Capital Management
California
$209K -$22.4K -267 -11%
EWA
413
Exencial Wealth Advisors
Oklahoma
$209K +$191K +2,270 New
SCI
414
Silver Coast Investments
United States
$207K +$189K +2,248 New
CM
415
Capital Management
Virginia
$206K +$188K +2,235 New
PAS
416
Park Avenue Securities
New York
$206K +$187K +2,229 New
SAM
417
Secure Asset Management
Michigan
$205K +$187K +2,227 New
VFG
418
Valley Financial Group
Pennsylvania
$202K +$184K +2,194 New
FCI
419
Financial Counselors Inc
Kansas
$201K +$183K +2,177 New
WA
420
Waverly Advisors
Alabama
$200K +$182K +2,169 New
HCM
421
Hollencrest Capital Management
California
$194K +$1.51K +18 +0.9%
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$186K +$4.37K +52 +3%
RWM
423
Raffa Wealth Management
District of Columbia
$185K
GRP
424
Global Retirement Partners
California
$184K -$49.7K -591 -23%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$169K +$15.5K +184 +11%