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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Acropolis Investment Management
Missouri
$261K – – –
JJBC
427
James J. Burns & Company
New York
$258K – – –
BAM
428
Belpointe Asset Management
Nevada
$253K -$7.42K -70 -3%
WP
429
WMS Partners
Maryland
$250K +$241K +2,272 New
FNT
430
First National Trust
Pennsylvania
$250K – – –
JWCA
431
J.W. Cole Advisors
Florida
$249K -$123K -1,162 -34%
CB
432
Chris Bulman
California
$248K – – –
FFA
433
Farther Finance Advisors
California
$248K +$47.3K +446 +25%
Fisher Asset Management
434
Fisher Asset Management
Washington
$246K -$127K -1,199 -35%
CM
435
Capital Management
Virginia
$246K – – –
USCWA
436
U.S. Capital Wealth Advisors
Texas
$245K -$99K -934 -30%
VFA
437
Valeo Financial Advisors
Indiana
$240K -$22.8K -215 -9%
CW
438
Channel Wealth
California
$240K -$18.2K -172 -7%
PCS
439
Private Client Services
Kentucky
$235K +$14.2K +134 +7%
HSA
440
HBK Sorce Advisory
Pennsylvania
$235K – – –
HCM
441
Hollencrest Capital Management
California
$233K +$742 +7 +0.3%
GC
442
Gilbert & Cook
Iowa
$232K -$89.7K -846 -29%
ZF
443
Zhang Financial
Michigan
$232K – – –
SC
444
Savant Capital
Illinois
$231K +$1.48K +14 +0.7%
MC
445
Moors & Cabot
Massachusetts
$231K – – –
PAG
446
Private Advisory Group
Washington
$231K – – –
AMBIA
447
Allen Mooney & Barnes Investment Advisors
Georgia
$231K +$106 +1 +0%
AF
448
Apollon Financial
South Carolina
$230K – – –
OBWG
449
Onyx Bridge Wealth Group
New York
$228K +$424 +4 +0.2%
WIA
450
World Investment Advisors
California
$227K +$219K +2,068 New