We are live on ! Find out more
DFNL icon

Davis Select Financial ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$360K -$21.7K -700 -6%
DI
27
Diligent Investors
California
$343K -$12K -388 -4%
DC
28
Davenport & Co
Virginia
$335K +$8.01K +258 +3%
GWM
29
Geneos Wealth Management
Colorado
$316K -$14.3K -462 -5%
AAS
30
Ameritas Advisory Services
Nebraska
$286K +$266K +8,588 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$239K
KSWA
32
Kathleen S. Wright Associates
Pennsylvania
$104K
KFI
33
Key Financial Inc
Pennsylvania
$90.1K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$56K +$51.9K +1,672 New
Comerica Bank
35
Comerica Bank
Texas
$41K +$12.7K +409 +50%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$34.1K +$31.7K +1,022 New
SPIA
37
Steward Partners Investment Advisory
New York
$24.1K
AF
38
Allworth Financial
California
$23.8K +$22.2K +715 New
WIA
39
Wetzel Investment Advisors
Indiana
$14.8K
BFEC
40
Benjamin F. Edwards & Company
Missouri
$13K
Wells Fargo
41
Wells Fargo
California
$10K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$8.9K
JP Morgan Chase
43
JP Morgan Chase
New York
$1.03K
BHWA
44
Beacon Harbor Wealth Advisors
Virginia
-$9.64M -318,633 Closed
Bank of New York Mellon
45
Bank of New York Mellon
New York
-$742K -24,509 Closed
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
-$310K -10,247 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$30 -1 Closed