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Vanguard Health Care ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
426
Smith & Howard Wealth Management
Georgia
$922K
AWP
427
Accretive Wealth Partners
New Jersey
$916K
HIC
428
Holderness Investments Company
North Carolina
$908K +$12.3K +44 +1%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$905K +$46.1K +165 +6%
RPCONE
430
Retirement Planning Company of New England
Rhode Island
$902K -$33.5K -120 -4%
FFWA
431
FRG Family Wealth Advisors
Washington
$902K -$228K -815 -21%
CCM
432
CFO Capital Management
Connecticut
$897K +$870K +3,115 New
LIWM
433
Long Island Wealth Management
New York
$893K -$12.6K -45 -1%
KPWM
434
KDK Private Wealth Management
Texas
$889K -$44.7K -160 -5%
APP
435
Avantax Planning Partners
Iowa
$888K -$921K -3,295 -52%
PD
436
Planning Directions
Pennsylvania
$884K -$98.1K -351 -10%
DI
437
Disciplined Investors
Texas
$882K -$11.7K -42 -1%
BB
438
Busey Bank
Illinois
$880K +$615K +2,200 +257%
FWSM
439
First Wilshire Securities Management
California
$878K
Pathstone Holdings
440
Pathstone Holdings
New Jersey
$876K +$74.9K +268 +10%
RMF
441
Red Mountain Financial
Colorado
$876K +$19K +68 +2%
MSWM
442
McGlone Suttner Wealth Management
Wisconsin
$874K -$96.1K -344 -10%
BCA
443
Bay Colony Advisors
Massachusetts
$872K
RAM
444
Readystate Asset Management
Illinois
$868K +$842K +3,014 New
1CP
445
1015 Capital Partners
Pennsylvania
$866K +$841K +3,010 New
UBS AM
446
UBS AM
Illinois
$865K +$840K +3,005 New
RA
447
RFG Advisory
Alabama
$853K +$605K +2,165 +271%
FCH
448
Freestone Capital Holdings
Washington
$853K +$51.4K +184 +7%
SFG
449
Sovereign Financial Group
Connecticut
$849K +$86.6K +310 +12%
PCFFS
450
Pacific Center for Financial Services
California
$848K