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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
451
Dakota Wealth Management
Florida
$322K -$1.27K -10 -0.4%
CWM
452
Collaborative Wealth Management
Florida
$321K -$2.81K -22 -0.8%
MCC
453
Money Concepts Capital
Florida
$319K +$115K +901 +52%
FBC
454
Fairfield, Bush & Co
Connecticut
$318K -$19.1K -150 -5%
CSP
455
Cary Street Partners
Virginia
$317K -$2.55K -20 -0.8%
CFS
456
Coordinated Financial Services
Colorado
$309K +$26.8K +210 +9%
LCAM
457
London & Capital Asset Management
United Kingdom
$308K -$150K -1,174 -32%
PWA
458
Peterson Wealth Advisors
Utah
$306K +$765 +6 +0.2%
MOS
459
MGO One Seven
Ohio
$303K +$11.9K +93 +4%
PP
460
PDS Planning
Ohio
$297K -$2.93K -23 -0.9%
AWM
461
Avior Wealth Management
Nebraska
$294K +$82K +643 +36%
EWA
462
Eagle Wealth Advisors
Connecticut
$294K
MSFS
463
Main Street Financial Solutions
Pennsylvania
$292K +$128 +1 +0%
KWM
464
Kingsview Wealth Management
Oregon
$289K -$51.8K -406 -15%
WS
465
Wedbush Securities
California
$288K -$24.7K -194 -8%
PS
466
Principal Securities
Iowa
$288K -$893 -7 -0.3%
LFAS
467
Level Four Advisory Services
Texas
$285K +$14K +110 +5%
MWM
468
Modern Wealth Management
Kansas
$283K -$35.7K -280 -11%
JJBC
469
James J. Burns & Company
New York
$280K -$56.9K -446 -16%
CB
470
Chris Bulman
California
$277K
RBWA
471
RFG - Bristol Wealth Advisors
Massachusetts
$273K +$1.02K +8 +0.4%
SFA
472
Spectrum Financial Alliance
Kentucky
$273K
BFG
473
Bouchey Financial Group
New York
$270K -$73.6K -577 -21%
SJGA
474
Stephen J. Garry & Associates
New York
$269K -$7.01K -55 -2%
Betterment LLC
475
Betterment LLC
New York
$267K +$85.4K +670 +43%