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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
Baystate Wealth Management
Massachusetts
$164K – – –
CFD
427
Creative Financial Designs
Indiana
$161K +$8.82K +105 +6%
BBPWM
428
Blue Bell Private Wealth Management
Pennsylvania
$159K +$117K +1,392 +427%
Kayne Anderson Rudnick Investment Management
429
Kayne Anderson Rudnick Investment Management
California
$154K – – –
WhitTier Trust Company
430
WhitTier Trust Company
Nevada
$146K -$4.03K -48 -3%
GFPC
431
Global Financial Private Client
Florida
$138K – – –
JWA
432
JFS Wealth Advisors
Pennsylvania
$138K – – –
First Horizon Advisors
433
First Horizon Advisors
Tennessee
$134K +$1.01K +12 +0.8%
IGWM
434
ICA Group Wealth Management
Colorado
$127K +$116K +1,380 New
Whittier Trust
435
Whittier Trust
California
$127K – – –
PIM
436
Progressive Investment Management
Oregon
$120K – – –
Allworth Financial
437
Allworth Financial
California
$119K – – –
Spire Wealth Management
438
Spire Wealth Management
Virginia
$116K +$30.9K +368 +42%
VCM
439
Viewpoint Capital Management
Washington
$112K – – –
HB
440
Horizon Bancorp
Indiana
$112K – – –
RAM
441
Ramirez Asset Management
New York
$112K – – –
KHC
442
Koesten Hirschmann & Crabtree
Kansas
$106K – – –
JEST
443
JTC Employer Solutions Trustee
Jersey
$106K – – –
AAG
444
Armstrong Advisory Group
Massachusetts
$105K – – –
Avior Wealth Management
445
Avior Wealth Management
Nebraska
$105K +$1.09K +13 +1%
GJIA
446
Glass Jacobson Investment Advisors
Maryland
$102K +$5.55K +66 +6%
CTWM
447
Cherry Tree Wealth Management
Minnesota
$102K – – –
DCM
448
Davis Capital Management
Florida
$101K +$91.8K +1,092 New
SouthState Corp
449
SouthState Corp
Florida
$101K – – –
ODG
450
O'Dell Group
Ohio
$97.8K +$89.1K +1,060 New