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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
401
Americana Partners
Texas
$429K +$16.8K +142 +4%
WJWM
402
Williams Jones Wealth Management
New York
$428K +$428K +3,621 New
CSP
403
Cary Street Partners
Virginia
$427K +$427K +3,613 New
SCM
404
Spreng Capital Management
Ohio
$426K +$9.34K +79 +2%
DWP
405
Daymark Wealth Partners
Ohio
$415K +$21.6K +183 +5%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$413K -$85.1K -720 -17%
GGS
407
Galvin Gaustad & Stein
Arizona
$412K -$6.5K -55 -2%
GM
408
GeoWealth Management
Illinois
$407K
WPC
409
Wedmont Private Capital
Pennsylvania
$402K -$69.3K -586 -14%
AW
410
Alteri Wealth
California
$400K +$400K +3,386 New
CD
411
Chapin Davis
Maryland
$399K
OWA
412
Octavia Wealth Advisors
Ohio
$397K
DFG
413
Delta Financial Group
New Jersey
$397K +$3.43K +29 +0.9%
VIM
414
Vista Investment Management
Pennsylvania
$397K -$9.11K -77 -2%
MWM
415
Modern Wealth Management
Kansas
$394K +$27K +228 +7%
AWA
416
Arete Wealth Advisors
Illinois
$393K -$11.5K -97 -3%
MWM
417
Maltin Wealth Management
New Jersey
$391K +$4.14K +35 +1%
MFA
418
Mayflower Financial Advisors
Massachusetts
$390K
SWMG
419
Stillwater Wealth Management Group
Florida
$390K +$390K +3,299 New
NWM
420
NRI Wealth Management
California
$385K +$385K +3,258 New
QIM
421
Quantitative Investment Management
Virginia
$383K +$384K +3,246 New
EF
422
Elite Financial
Idaho
$381K +$381K +3,226 New
WA
423
Westfuller Advisors
New York
$378K +$3.55K +30 +0.9%
SVWAG
424
Sound View Wealth Advisors Group
Georgia
$376K -$73.6K -622 -16%
BDF
425
Black Diamond Financial
Maryland
$372K