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Vanguard Financials ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Parallel Advisors
California
$101K -$10.1K -160 -9%
RFA
227
Reilly Financial Advisors
California
$100K – – –
AP
228
Advisors Preferred
Maryland
$95K +$91.2K +1,446 New
JCM
229
Jacobi Capital Management
Pennsylvania
$93K +$15.8K +251 +22%
KPCM
230
Kings Point Capital Management
New York
$80K – – –
NC
231
NewSquare Capital
Pennsylvania
$77K +$73.9K +1,172 New
CPIG
232
Chicago Partners Investment Group
Illinois
$75K – – –
PK
233
Pflug Koory
Nebraska
$71K -$18.9K -300 -22%
PCFFS
234
Pacific Center for Financial Services
California
$71K – – –
CGT
235
Capital Guardian Trust
California
$65K +$62.9K +998 New
PVH
236
Psagot Value Holdings
Israel
$63K – – –
SSB
237
Sandy Spring Bank
Maryland
$56K -$31.5K -500 -37%
VIA
238
Vantage Investment Advisors
Pennsylvania
$54K – – –
IP
239
Intellectus Partners
California
$53K – – –
AWM
240
AllSquare Wealth Management
New York
$46K – – –
SBL
241
Sargent Bickham Lagudis
Colorado
$45K – – –
BCI
242
Brinker Capital Investments
Pennsylvania
$43K – – –
ASN
243
Advisory Services Network
Georgia
$40K +$6.31K +100 +20%
FPB
244
First PREMIER Bank
South Dakota
$39K – – –
RBA
245
Richard Bernstein Advisors
New York
$37K – – –
BTIS
246
BB&T Investment Services
North Carolina
$37K +$9.78K +155 +40%
MWM
247
Mascoma Wealth Management
New Hampshire
$35K – – –
AC
248
Alexandria Capital
Virginia
$34K – – –
M
249
MOTCO
Texas
$30K -$8.96K -142 -23%
BBHC
250
Brown Brothers Harriman & Co
New York
$30K – – –
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10
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