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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$274K +$56.9K +481 +26%
AF
477
Apollon Financial
South Carolina
$273K +$26K +220 +11%
TLA
478
Tanglewood Legacy Advisors
Texas
$273K +$273K +2,308 New
GRP
479
Global Retirement Partners
California
$269K +$44.9K +380 +20%
WP
480
WMS Partners
Maryland
$266K -$1.77K -15 -0.7%
CB
481
Chris Bulman
California
$266K
CM
482
Capital Management
Virginia
$264K
HSA
483
HBK Sorce Advisory
Pennsylvania
$261K +$8.75K +74 +3%
PCS
484
Private Client Services
Kentucky
$259K +$6.27K +53 +2%
CFS
485
Coordinated Financial Services
Colorado
$256K +$256K +2,169 New
IA
486
IFP Advisors
Florida
$256K +$26.6K +225 +12%
BAM
487
Belpointe Asset Management
Nevada
$255K +$355 +3 +0.1%
Fisher Asset Management
488
Fisher Asset Management
Washington
$252K -$12.2K -103 -5%
HCM
489
Hollencrest Capital Management
California
$252K +$1.89K +16 +0.8%
SPC
490
Spirepoint Private Client
Florida
$251K +$252K +2,127 New
CW
491
Channel Wealth
California
$250K -$6.86K -58 -3%
FCI
492
Financial Counselors Inc
Kansas
$250K +$250K +2,118 New
ZF
493
Zhang Financial
Michigan
$250K
SSWM
494
Sheets Smith Wealth Management
North Carolina
$249K +$250K +2,110 New
PAG
495
Private Advisory Group
Washington
$249K
MWA
496
Medallion Wealth Advisors
Connecticut
$248K +$245K +2,073 New
BBHC
497
Brown Brothers Harriman & Co
New York
$245K +$211K +1,787 +616%
MWM
498
Mascagni Wealth Management
Mississippi
$245K +$242K +2,047 New
KCM
499
Kathmere Capital Management
Pennsylvania
$243K +$244K +2,060 New
VFG
500
Valley Financial Group
Pennsylvania
$242K -$237 -2 -0.1%