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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
401
Chevy Chase Trust
Maryland
$437K – – –
TI
402
tru Independence
Oregon
$437K +$1.83K +15 +0.4%
CIA
403
Compass Ion Advisors
Pennsylvania
$435K – – –
Belpointe Asset Management
404
Belpointe Asset Management
Nevada
$434K +$163K +1,336 +58%
Williams Jones Wealth Management
405
Williams Jones Wealth Management
New York
$433K – – –
SCM
406
Spreng Capital Management
Ohio
$432K – – –
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$427K +$67K +550 +18%
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$414K -$4.02K -33 -0.9%
AFP
409
Ausdal Financial Partners
Iowa
$409K +$105K +860 +34%
WA
410
Westfuller Advisors
New York
$406K +$23.8K +195 +6%
SL
411
Sentinus LLC
Illinois
$405K -$60.6K -497 -13%
Focus Partners Advisor Solutions
412
Focus Partners Advisor Solutions
Missouri
$402K -$83.9K -689 -17%
GGS
413
Galvin Gaustad & Stein
Arizona
$402K -$15.2K -125 -4%
OWA
414
Octavia Wealth Advisors
Ohio
$402K +$122 +1 +0%
FWM
415
Focused Wealth Management
New York
$399K -$53.7K -441 -12%
Empower Advisory Group
416
Empower Advisory Group
Colorado
$399K -$155K -1,271 -28%
MWM
417
Maltin Wealth Management
New Jersey
$397K +$1.71K +14 +0.4%
VIM
418
Vista Investment Management
Pennsylvania
$395K -$6.09K -50 -1%
MFA
419
Mayflower Financial Advisors
Massachusetts
$394K – – –
EF
420
Elite Financial
Idaho
$388K +$3.29K +27 +0.8%
SWMG
421
Stillwater Wealth Management Group
Florida
$379K -$15.1K -124 -4%
RCAG
422
Rehmann Capital Advisory Group
Michigan
$377K +$1.46K +12 +0.4%
Benjamin Edwards Inc
423
Benjamin Edwards Inc
Missouri
$377K +$6.09K +50 +2%
Dakota Wealth Management
424
Dakota Wealth Management
Florida
$376K +$48.4K +397 +14%
BDF
425
Black Diamond Financial
Maryland
$376K – – –