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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
451
Raffa Wealth Management
District of Columbia
$200K
FFA
452
Farther Finance Advisors
California
$181K +$18K +180 +11%
TSMHT
453
Thurston Springer Miller Herd & Titak
Indiana
$180K +$180K +1,801 New
IA
454
IFP Advisors
Florida
$175K +$13.4K +134 +8%
JWA
455
JFS Wealth Advisors
Pennsylvania
$161K +$12.5K +125 +8%
AF
456
Allworth Financial
California
$160K +$23.9K +239 +19%
WTC
457
WhitTier Trust Company
Nevada
$158K
JHCP
458
Jackson Hole Capital Partners
Oklahoma
$153K -$150K -1,500 -50%
GFPC
459
Global Financial Private Client
Florida
$150K
CAS
460
Coppell Advisory Solutions
Texas
$146K +$146K +1,460 New
FHA
461
First Horizon Advisors
Tennessee
$145K
AssetMark Inc
462
AssetMark Inc
California
$143K +$14.7K +147 +11%
WT
463
Whittier Trust
California
$138K
FCA
464
FinTrust Capital Advisors
South Carolina
$137K
MSS
465
Mitchell Sinkler & Starr
Pennsylvania
$137K +$129K +1,296 New
CIA
466
Cape Investment Advisory
Georgia
$133K -$1.6K -16 -1%
PIM
467
Progressive Investment Management
Oregon
$130K
ATPW
468
Ashton Thomas Private Wealth
Arizona
$130K +$129K +1,297 New
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$129K -$30.3K -303 -19%
SC
470
SouthState Corp
Florida
$128K +$19.6K +196 +18%
GJIA
471
Glass Jacobson Investment Advisors
Maryland
$123K +$9.98K +100 +9%
VCM
472
Viewpoint Capital Management
Washington
$122K
GRP
473
Global Retirement Partners
California
$121K -$73.8K -739 -38%
RAM
474
Ramirez Asset Management
New York
$121K
JEST
475
JTC Employer Solutions Trustee
Jersey
$115K