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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$413K +$76.4K +599 +21%
DWP
402
Daymark Wealth Partners
Ohio
$413K -$101K -793 -19%
VWA
403
VSM Wealth Advisory
Maryland
$405K +$38.9K +305 +10%
WPC
404
Waters Parkerson & Co
Louisiana
$405K -$51K -400 -11%
GWM
405
Geneos Wealth Management
Colorado
$398K +$78.6K +616 +23%
Empower Advisory Group
406
Empower Advisory Group
Colorado
$398K +$24.9K +195 +6%
CIA
407
Compass Ion Advisors
Pennsylvania
$397K
AWM
408
Apollon Wealth Management
South Carolina
$397K -$79.3K -622 -16%
FGC
409
First Growth Capital
Maryland
$395K
EPW
410
Evolve Private Wealth
California
$394K +$416K +3,265 New
MWM
411
Maltin Wealth Management
New Jersey
$392K +$3.19K +25 +0.8%
VIM
412
Vista Investment Management
Pennsylvania
$392K -$3.83K -30 -0.9%
CWP
413
Cyndeo Wealth Partners
Florida
$385K +$5.87K +46 +1%
SWMG
414
Stillwater Wealth Management Group
Florida
$384K
GGS
415
Galvin Gaustad & Stein
Arizona
$382K
AFO
416
Arrowroot Family Office
California
$381K +$1.78K +14 +0.4%
CP
417
Creekside Partners
California
$379K
OIA
418
OneDigital Investment Advisors
Kansas
$378K +$114K +893 +40%
AIM
419
Acropolis Investment Management
Missouri
$377K
KeyBank National Association
420
KeyBank National Association
Ohio
$375K -$214K -1,678 -35%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$374K
FCH
422
Freestone Capital Holdings
Washington
$370K
PIA
423
Polaris Investment Advisors
Massachusetts
$362K
CS
424
Capital Square
Tennessee
$362K -$9.95K -78 -3%
GWP
425
Gateway Wealth Partners
Wisconsin
$360K +$380K +2,979 New