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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Aire Advisors
California
$270K
WS
402
Wedbush Securities
California
$268K +$12K +120 +5%
BCG
403
Breakwater Capital Group
New Jersey
$267K
CWM
404
Calamos Wealth Management
Illinois
$266K
ICP
405
Interchange Capital Partners
Pennsylvania
$266K +$266K +2,665 New
CS
406
Capital Square
Tennessee
$264K +$14.1K +141 +6%
SOS
407
Silver Oak Securities
Tennessee
$260K +$599 +6 +0.2%
HWM
408
HB Wealth Management
Georgia
$259K
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$258K +$68.2K +683 +36%
CIA
410
Capital Investment Advisors
Georgia
$258K -$7.39K -74 -3%
QCM
411
Quantinno Capital Management
New York
$257K +$257K +2,572 New
FNBT
412
FineMark National Bank & Trust
Florida
$255K +$255K +2,557 New
FA
413
Fountainhead AM
New Jersey
$254K +$35.2K +353 +16%
RCAG
414
Rehmann Capital Advisory Group
Michigan
$252K
CDH
415
Charles D. Hyman
$247K
PP
416
PDS Planning
Ohio
$246K +$246K +2,461 New
IAIM
417
International Assets Investment Management
Florida
$245K -$1.1K -11 -0.4%
SEP
418
Southland Equity Partners
Missouri
$243K
MG
419
Mather Group
Illinois
$242K +$2.5K +25 +1%
JPLA
420
Joseph P. Lucia & Associates
New York
$240K
TCM
421
Triumph Capital Management
Colorado
$240K +$239K +2,393 New
VFA
422
Valeo Financial Advisors
Indiana
$239K +$22.5K +225 +10%
BAM
423
BOS Asset Management
Illinois
$238K -$29.3K -293 -11%
AIM
424
Acropolis Investment Management
Missouri
$237K
BAM
425
Belpointe Asset Management
Nevada
$237K -$5.19K -52 -2%