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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
476
BOS Asset Management
Illinois
$259K +$129 +1 +0.1%
EI
477
Ellevest Inc
New York
$258K – – –
GRP
478
Global Retirement Partners
California
$258K -$18.6K -144 -7%
VFG
479
Valley Financial Group
Pennsylvania
$255K -$4.01K -31 -2%
NAS
480
NWF Advisory Services
California
$255K – – –
MWM
481
Mascagni Wealth Management
Mississippi
$254K -$14.6K -113 -6%
GLLW
482
Graves Light Lenhart Wealth
Virginia
$250K +$259 +2 +0.1%
HCM
483
Hollencrest Capital Management
California
$250K +$647 +5 +0.3%
CW
484
Channel Wealth
California
$248K -$8.81K -68 -3%
AW
485
Alteri Wealth
California
$248K +$11.3K +87 +5%
FCMA
486
Foresight Capital Management Advisors
Michigan
$247K – – –
PCIG
487
Partners Capital Investment Group
Massachusetts
$246K – – –
WG
488
Welch Group
Alabama
$246K +$259 +2 +0.1%
EPW
489
Endeavor Private Wealth
Kansas
$245K +$242K +1,865 New
IAIM
490
International Assets Investment Management
Florida
$244K – – –
PMWMG
491
Parr McKnight Wealth Management Group
Minnesota
$241K – – –
CPA
492
Capital Performance Advisors
California
$241K -$32.9K -254 -12%
WFA
493
Websterrogers Financial Advisors
South Carolina
$239K – – –
CB
494
Cadence Bank
Mississippi
$237K – – –
CD
495
Chapin Davis
Maryland
$235K -$27.7K -214 -11%
MC
496
Moors & Cabot
Massachusetts
$235K -$28K -216 -11%
SFP
497
Shepherd Financial Partners
Massachusetts
$235K – – –
IWA
498
IVC Wealth Advisors
Pennsylvania
$234K – – –
WANY
499
Wealthspire Advisors (New York)
New York
$234K +$231K +1,784 New
CAG
500
Compass Advisory Group
New York
$233K -$8.42K -65 -4%
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