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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
526
Websterrogers Financial Advisors
South Carolina
$220K
CW
527
CreativeOne Wealth
Kansas
$219K -$1.04M -8,156 -82%
SEI Investments
528
SEI Investments
Pennsylvania
$218K
CD
529
Chapin Davis
Maryland
$217K +$128 +1 +0.1%
GA
530
Greenspring Advisors
Maryland
$216K +$228K +1,790 New
SFP
531
Shepherd Financial Partners
Massachusetts
$216K
HPM
532
Hoxton Planning & Management
West Virginia
$215K -$56.6K -444 -20%
JAWA
533
John A. Wolfe & Associates
Michigan
$212K +$224K +1,757 New
IWA
534
IVC Wealth Advisors
Pennsylvania
$211K
FWWM
535
Fiscal Wisdom Wealth Management
Connecticut
$211K +$19.8K +155 +10%
CCM
536
Canal Capital Management
Virginia
$210K +$222K +1,740 New
JWA
537
JFS Wealth Advisors
Pennsylvania
$209K +$9.69K +76 +5%
CHC
538
City Holding Co
West Virginia
$209K
CSF
539
Capital Squared Financial
Maryland
$208K +$220K +1,722 New
WTC
540
WhitTier Trust Company
Nevada
$207K -$159K -1,250 -42%
IAIM
541
International Assets Investment Management
Florida
$207K
KFA
542
Kapstone Financial Advisors
Ohio
$207K +$218K +1,712 New
HIP
543
HUB Investment Partners
Texas
$204K -$55.1K -432 -20%
ATC
544
Advantage Trust Company
Kansas
$204K
RIA
545
Regal Investment Advisors
Michigan
$202K -$35.2K -276 -14%
RAM
546
Ramirez Asset Management
New York
$202K
SSWM
547
Sheets Smith Wealth Management
North Carolina
$202K +$255 +2 +0.1%
AC
548
Apella Capital
Connecticut
$201K +$198K +1,555 New
JHCP
549
Jackson Hole Capital Partners
Oklahoma
$185K
RTL
550
Red Tortoise LLC
Georgia
$183K +$638 +5 +0.3%