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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
476
Perennial Investment Advisors
California
$203K -$122K -1,149 -38%
Spire Wealth Management
477
Spire Wealth Management
Virginia
$202K +$90.8K +857 +87%
TSMHT
478
Thurston Springer Miller Herd & Titak
Indiana
$198K – – –
WhitTier Trust Company
479
WhitTier Trust Company
Nevada
$174K – – –
RWM
480
Raffa Wealth Management
District of Columbia
$171K -$47.6K -449 -22%
Allworth Financial
481
Allworth Financial
California
$169K +$1.59K +15 +1%
IBOK
482
Independence Bank of Kentucky
Kentucky
$169K +$163K +1,536 New
JHCP
483
Jackson Hole Capital Partners
Oklahoma
$168K – – –
GFPC
484
Global Financial Private Client
Florida
$165K – – –
JWA
485
JFS Wealth Advisors
Pennsylvania
$164K -$13.2K -125 -8%
PTC
486
Private Trust Company
Ohio
$160K +$52.7K +497 +52%
First Horizon Advisors
487
First Horizon Advisors
Tennessee
$160K – – –
Whittier Trust
488
Whittier Trust
California
$152K – – –
FCA
489
FinTrust Capital Advisors
South Carolina
$151K – – –
CIA
490
Cape Investment Advisory
Georgia
$149K +$3.07K +29 +2%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$149K -$131K -1,235 -48%
ATC
492
Advantage Trust Company
Kansas
$147K +$61.6K +581 +77%
PIM
493
Progressive Investment Management
Oregon
$143K – – –
MSS
494
Mitchell Sinkler & Starr
Pennsylvania
$142K – – –
CAS
495
Coppell Advisory Solutions
Texas
$141K -$18.7K -176 -12%
VCM
496
Viewpoint Capital Management
Washington
$133K – – –
RAM
497
Ramirez Asset Management
New York
$133K – – –
JEST
498
JTC Employer Solutions Trustee
Jersey
$126K – – –
CT
499
Caldwell Trust
Florida
$126K +$121K +1,146 New
AAG
500
Armstrong Advisory Group
Massachusetts
$125K – – –