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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
601
Allspring Global Investments
North Carolina
$127K +$120K +925 New
OFG
602
Oxford Financial Group
Indiana
$127K +$123K +950 New
CTWM
603
Cherry Tree Wealth Management
Minnesota
$127K – – –
PPL
604
Planning Project LLC
Texas
$126K +$123K +947 New
FDW
605
Fourth Dimension Wealth
Ohio
$122K – – –
LAM
606
LOM Asset Management
$118K – – –
PAG
607
Paladin Advisory Group
Iowa
$117K – – –
RWM
608
Raffa Wealth Management
District of Columbia
$113K – – –
MEG
609
Millstone Evans Group
Colorado
$111K – – –
HDIM
610
Hanson & Doremus Investment Management
Vermont
$108K – – –
AUB
611
Atlantic Union Bankshares
Virginia
$105K – – –
SAG
612
SageView Advisory Group
California
$105K +$103K +790 New
NS
613
NBC Securities
Alabama
$105K +$10.9K +84 +12%
PWS
614
Peterson Wealth Services
Utah
$104K +$93.4K +719 +1,198%
HAP
615
Harbor Asset Planning
Massachusetts
$103K +$390 +3 +0.4%
PCFFS
616
Pacific Center for Financial Services
California
$99.5K – – –
LFG
617
Larson Financial Group
Missouri
$97.3K +$79.1K +609 +508%
SWM
618
Spire Wealth Management
Virginia
$96.8K – – –
KFI
619
Key Financial Inc
Pennsylvania
$95.4K +$4.16K +32 +5%
HIA
620
Harbor Investment Advisory
Maryland
$95.4K +$75.6K +582 +438%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$94.9K – – –
RDFA
622
Ritter Daniher Financial Advisory
Ohio
$94.1K +$91.6K +705 New
BWM
623
Bernard Wealth Management
Michigan
$91.6K – – –
DF
624
Dunhill Financial
United Kingdom
$90.6K +$71.3K +549 +422%
HB
625
Horizon Bancorp
Indiana
$89K – – –