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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
426
Creekside Partners
California
$375K – – –
TD Private Client Wealth
427
TD Private Client Wealth
New York
$368K +$24.4K +200 +7%
Fisher Asset Management
428
Fisher Asset Management
Washington
$361K +$107K +882 +41%
KA
429
Kovack Advisors
Florida
$359K -$127K -1,045 -26%
CWM
430
Collaborative Wealth Management
Florida
$357K -$12.2K -100 -3%
Chicago Partners Investment Group
431
Chicago Partners Investment Group
Illinois
$357K +$975 +8 +0.3%
Americana Partners
432
Americana Partners
Texas
$353K -$82.7K -679 -19%
AWA
433
Amplius Wealth Advisors
Pennsylvania
$352K – – –
FBC
434
Fairfield, Bush & Co
Connecticut
$348K -$21.3K -175 -6%
CAC
435
Certified Advisory Corp
Florida
$348K -$14.1K -116 -4%
WEG
436
World Equity Group
Illinois
$345K -$3.9M -31,971 -92%
FHC
437
First Heartland Consultants
Missouri
$342K – – –
OHWA
438
Oak Hill Wealth Advisors
Virginia
$341K – – –
NewEdge Wealth
439
NewEdge Wealth
Pennsylvania
$339K +$12.8K +105 +4%
IIA
440
Integral Investment Advisors
California
$339K – – –
SouthState Corp
441
SouthState Corp
Florida
$338K +$223K +1,830 +183%
SWM
442
SeaCrest Wealth Management
New York
$338K +$54.8K +450 +19%
HPM
443
Hoxton Planning & Management
West Virginia
$335K -$141K -1,157 -29%
MSF
444
Mustard Seed Financial
Arkansas
$335K – – –
MFGM
445
Marshall Financial Group (Maryland)
Maryland
$334K -$2.68K -22 -0.8%
SW
446
Solidarity Wealth
Utah
$330K – – –
SOS
447
Silver Oak Securities
Tennessee
$329K -$34.1K -280 -9%
National Bank of Canada
448
National Bank of Canada
Quebec, Canada
$329K -$1.34K -11 -0.4%
BFG
449
Bouchey Financial Group
New York
$325K -$38.4K -315 -10%
Kingsview Wealth Management
450
Kingsview Wealth Management
Oregon
$325K +$115K +945 +53%