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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
701
Rossby Financial
Florida
$1.27K +$1.34K +11 New
NRG
702
Nemes Rush Group
Michigan
$1.07K – – –
VWWMG
703
Vermillion & White Wealth Management Group
Pennsylvania
$836 +$853 +7 New
DFA
704
DHJJ Financial Advisors
Illinois
$239 – – –
KGP
705
Keystone Global Partners
Colorado
$120 +$122 +1 New
Thrivent Financial for Lutherans
706
Thrivent Financial for Lutherans
Minnesota
– -$11.6M -97,890 Closed
CFP
707
Curran Financial Partners
South Carolina
– -$6.13M -51,879 Closed
MECA
708
Miller Equity Capital Advisors
Texas
– -$5.93M -50,190 Closed
CFGS
709
Concourse Financial Group Securities
Alabama
– -$5.51M -44,649 Closed
RCS
710
Retirement Capital Strategies
California
– -$3.11M -26,359 Closed
RL
711
Retireful LLC
Michigan
– -$2.92M -24,707 Closed
EP
712
Essential Planning
New Hampshire
– -$2.3M -19,500 Closed
Independent Advisor Alliance
713
Independent Advisor Alliance
North Carolina
– -$2.06M -17,438 Closed
EFH
714
Eaton Financial Holdings
Florida
– -$2.03M -17,159 Closed
LWM
715
Laidlaw Wealth Management
New York
– -$1.78M -15,101 Closed
Renaissance Technologies
716
Renaissance Technologies
New York
– -$1.66M -14,100 Closed
BOM
717
Bank of Marin
California
– -$1.57M -13,280 Closed
Bleakley Financial Group
718
Bleakley Financial Group
New Jersey
– -$1.3M -11,039 Closed
Tudor Investment Corp
719
Tudor Investment Corp
Connecticut
– -$1.25M -10,629 Closed
Millennium Management
720
Millennium Management
New York
– -$1.07M -9,037 Closed
Y-Intercept (HK)
721
Y-Intercept (HK)
Hong Kong
– -$816K -6,913 Closed
AWA
722
Arete Wealth Advisors
Illinois
– -$393K -3,326 Closed
Mill Creek Capital Advisors
723
Mill Creek Capital Advisors
Pennsylvania
– -$343K -2,901 Closed
AA
724
Aire Advisors
California
– -$322K -2,725 Closed
FPW
725
Fairvoy Private Wealth
Alabama
– -$308K -2,606 Closed