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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBC
451
Fairfield, Bush & Co
Connecticut
$343K -$3.83K -30 -1%
CPIG
452
Chicago Partners Investment Group
Illinois
$342K -$151K -1,184 -32%
SFG
453
Sather Financial Group
Texas
$338K +$328K +2,567 New
MOS
454
MGO One Seven
Ohio
$337K +$7.27K +57 +2%
GRP
455
Global Retirement Partners
California
$336K +$326K +2,553 New
MA
456
MONECO Advisors
Connecticut
$325K +$316K +2,473 New
PS
457
Planning Strategies
Pennsylvania
$325K +$316K +2,473 New
HIP
458
HUB Investment Partners
Texas
$323K +$97.1K +761 +45%
CWM
459
Collaborative Wealth Management
Florida
$321K -$28.2K -221 -8%
EWA
460
Eagle Wealth Advisors
Connecticut
$320K
AWM
461
Avior Wealth Management
Nebraska
$319K -$1.15K -9 -0.4%
MSFS
462
Main Street Financial Solutions
Pennsylvania
$318K +$128 +1 +0%
PP
463
PDS Planning
Ohio
$315K -$7.66K -60 -2%
Betterment LLC
464
Betterment LLC
New York
$315K +$23.6K +185 +8%
BW
465
BIP Wealth
Georgia
$315K +$305K +2,393 New
WS
466
Wedbush Securities
California
$314K +$383 +3 +0.1%
VIP
467
Value Investment Professionals
New York
$309K +$300K +2,351 New
LFAS
468
Level Four Advisory Services
Texas
$308K -$2.3K -18 -0.8%
JJBC
469
James J. Burns & Company
New York
$305K
PA
470
Procyon Advisors
Connecticut
$305K +$295K +2,315 New
FA
471
Fiduciary Alliance
South Carolina
$303K -$57.4K -450 -16%
CB
472
Chris Bulman
California
$302K
SAM
473
SP Asset Management
California
$301K +$292K +2,286 New
FTA
474
Financial & Tax Architects
Missouri
$300K +$291K +2,281 New
RBWA
475
RFG - Bristol Wealth Advisors
Massachusetts
$300K +$1.79K +14 +0.6%