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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
401
Lincoln National Corp
Pennsylvania
$290K +$41.3K +430 +18%
RPCONE
402
Retirement Planning Company of New England
Rhode Island
$288K +$864 +9 +0.3%
MSF
403
Mustard Seed Financial
Arkansas
$287K – – –
TPCW
404
TD Private Client Wealth
New York
$286K -$23.6K -246 -8%
KA
405
Kovack Advisors
Florida
$284K -$2.88K -30 -1%
CBFP
406
Cedar Brook Financial Partners
Ohio
$278K +$864 +9 +0.3%
CPIG
407
Chicago Partners Investment Group
Illinois
$278K +$576 +6 +0.2%
AA
408
Aire Advisors
California
$276K +$1.05K +11 +0.4%
BCG
409
Breakwater Capital Group
New Jersey
$274K +$12.6K +131 +5%
BAM
410
BOS Asset Management
Illinois
$274K -$10.4K -108 -4%
CWM
411
Calamos Wealth Management
Illinois
$273K +$256K +2,665 New
CIA
412
Capital Investment Advisors
Georgia
$272K +$10.1K +105 +4%
FCI
413
Financial Counselors Inc
Kansas
$271K +$45.3K +472 +22%
SOS
414
Silver Oak Securities
Tennessee
$266K -$23.6K -246 -9%
HWM
415
HB Wealth Management
Georgia
$265K -$24.2K -252 -9%
WS
416
Wedbush Securities
California
$262K -$11.4K -119 -4%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$258K +$242K +2,521 New
FPAS
418
Focus Partners Advisor Solutions
Missouri
$258K +$241K +2,515 New
CDH
419
Charles D. Hyman
$253K – – –
CFS
420
Coordinated Financial Services
Colorado
$253K +$237K +2,467 New
IAIM
421
International Assets Investment Management
Florida
$250K +$236K +2,461 New
WAM
422
WNY Asset Management
New York
$250K +$234K +2,439 New
SEP
423
Southland Equity Partners
Missouri
$249K +$233K +2,431 New
EI
424
Ellevest Inc
New York
$249K +$233K +2,427 New
BAM
425
Belpointe Asset Management
Nevada
$248K +$4.13K +43 +2%
15 16
17
18 19