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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
451
Peterson Wealth Advisors
Utah
$345K +$12K +94 +4%
FBC
452
Fairfield, Bush & Co
Connecticut
$343K -$3.83K -30 -1%
CPIG
453
Chicago Partners Investment Group
Illinois
$342K -$151K -1,184 -32%
SFG
454
Sather Financial Group
Texas
$338K +$328K +2,567 New
MOS
455
MGO One Seven
Ohio
$337K +$7.27K +57 +2%
GRP
456
Global Retirement Partners
California
$336K +$326K +2,553 New
MA
457
MONECO Advisors
Connecticut
$325K +$316K +2,473 New
PS
458
Planning Strategies
Pennsylvania
$325K +$316K +2,473 New
HIP
459
HUB Investment Partners
Texas
$323K +$97.1K +761 +45%
CWM
460
Collaborative Wealth Management
Florida
$321K -$28.2K -221 -8%
EWA
461
Eagle Wealth Advisors
Connecticut
$320K – – –
AWM
462
Avior Wealth Management
Nebraska
$319K -$1.15K -9 -0.4%
MSFS
463
Main Street Financial Solutions
Pennsylvania
$318K +$128 +1 +0%
PP
464
PDS Planning
Ohio
$315K -$7.66K -60 -2%
Betterment LLC
465
Betterment LLC
New York
$315K +$23.6K +185 +8%
BW
466
BIP Wealth
Georgia
$315K +$305K +2,393 New
WS
467
Wedbush Securities
California
$314K +$383 +3 +0.1%
VIP
468
Value Investment Professionals
New York
$309K +$300K +2,351 New
LFAS
469
Level Four Advisory Services
Texas
$308K -$2.3K -18 -0.8%
JJBC
470
James J. Burns & Company
New York
$305K – – –
PA
471
Procyon Advisors
Connecticut
$305K +$295K +2,315 New
FA
472
Fiduciary Alliance
South Carolina
$303K -$57.4K -450 -16%
CB
473
Chris Bulman
California
$302K – – –
SAM
474
SP Asset Management
California
$301K +$292K +2,286 New
FTA
475
Financial & Tax Architects
Missouri
$300K +$291K +2,281 New