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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
501
Gateway Wealth Partners
Wisconsin
$231K +$228K +1,763 New
SWM
502
SeaCrest Wealth Management
New York
$230K -$8.16K -63 -3%
Carnegie Investment Counsel
503
Carnegie Investment Counsel
Ohio
$229K – – –
SVWAG
504
Sound View Wealth Advisors Group
Georgia
$229K -$2.85K -22 -1%
OC
505
Optima Capital
Oregon
$227K -$375K -2,898 -63%
Avior Wealth Management
506
Avior Wealth Management
Nebraska
$227K +$388 +3 +0.2%
PI
507
PFG Investments
New York
$227K +$224K +1,726 New
NFG
508
Nations Financial Group
Iowa
$225K – – –
VWM
509
Venturi Wealth Management
Texas
$224K – – –
Independent Advisor Alliance
510
Independent Advisor Alliance
North Carolina
$223K +$220K +1,702 New
WhitTier Trust Company
511
WhitTier Trust Company
Nevada
$222K – – –
ATC
512
Advantage Trust Company
Kansas
$222K – – –
RAM
513
Ramirez Asset Management
New York
$219K +$59.6K +460 +38%
SSWM
514
Sheets Smith Wealth Management
North Carolina
$218K -$388 -3 -0.2%
MCC
515
Money Concepts Capital
Florida
$218K +$9.97K +77 +5%
JWA
516
JFS Wealth Advisors
Pennsylvania
$218K – – –
ORG
517
Optimist Retirement Group
Washington
$216K +$388 +3 +0.2%
Fisher Asset Management
518
Fisher Asset Management
Washington
$216K -$155K -1,196 -42%
WA
519
Wealth Architects
California
$213K – – –
Howard Capital Management
520
Howard Capital Management
Georgia
$211K – – –
LWL
521
Leo Wealth LLC
Texas
$211K -$33.5K -259 -14%
TF
522
TME Financial
California
$211K -$9.32K -72 -4%
Ritholtz Wealth Management
523
Ritholtz Wealth Management
New York
$209K – – –
BCCM
524
Bridge Creek Capital Management
Massachusetts
$209K -$9.06K -70 -4%
RFG Advisory
525
RFG Advisory
Alabama
$209K -$101K -777 -33%