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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAMOG
226
Investors Asset Management of Georgia
Georgia
$218K -$17.8K -262 -6%
CAG
227
Crestwood Advisors Group
Massachusetts
$213K -$37.5K -551 -12%
MWM
228
Maltin Wealth Management
New Jersey
$212K +$185K +2,712 +185%
SW
229
SVB Wealth
Massachusetts
$204K -$61.4K -901 -18%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$204K -$1.29K -19 -0.5%
SB
231
Strategic Blueprint
Georgia
$204K +$20.4K +300 +8%
FM
232
Family Management
New York
$203K +$272K +4,000 New
GLA
233
Good Life Advisors
Pennsylvania
$201K -$74.2K -1,090 -22%
BWM
234
BerganKDV Wealth Management
Minnesota
$193K
WT
235
Whittier Trust
California
$187K -$13.3K -196 -5%
PA
236
Parallel Advisors
California
$177K +$120K +1,769 +102%
PCG
237
Private Capital Group
Connecticut
$176K
BWA
238
BDO Wealth Advisors
Florida
$166K -$71.1K -1,044 -24%
IA
239
IFP Advisors
Florida
$166K -$13.4K -197 -6%
HB
240
Horizon Bancorp
Indiana
$163K -$7.29K -107 -3%
FPB
241
First PREMIER Bank
South Dakota
$163K +$39.8K +585 +22%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$162K -$420K -6,168 -64%
RDWM
243
Red Door Wealth Management
Tennessee
$160K +$1.43K +21 +0.7%
CWC
244
Carolinas Wealth Consulting
North Carolina
$149K +$80.3K +1,179 +67%
GRP
245
Global Retirement Partners
California
$147K +$885 +13 +0.4%
CAAS
246
Capital Asset Advisory Services
Michigan
$130K -$853K -12,525 -83%
JPLA
247
Joseph P. Lucia & Associates
New York
$130K
CAC
248
Certified Advisory Corp
Florida
$116K +$409 +6 +0.3%
SBSB
249
Sullivan, Bruyette, Speros & Blaney
Virginia
$113K
AF
250
Allworth Financial
California
$96K +$272 +4 +0.2%