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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$643K -$11.2K -132 -2%
HFRG
227
Houlihan Financial Resource Group
Virginia
$641K +$85 +1 +0%
CCWM
228
Cassaday & Co Wealth Management
Virginia
$639K +$694K +8,204 New
Wealthfront Advisers
229
Wealthfront Advisers
California
$635K -$283K -3,346 -29%
NRI
230
NFP Retirement Inc
California
$631K +$78.3K +926 +13%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$629K -$147K -1,732 -18%
CB
232
Commerce Bank
Missouri
$628K +$332K +3,923 +95%
MCM
233
Manchester Capital Management
Vermont
$607K
SL
234
Sentinus LLC
Illinois
$596K +$648K +7,657 New
GVAG
235
Great Valley Advisor Group
Delaware
$591K +$128K +1,517 +25%
TI
236
tru Independence
Oregon
$580K -$6.43K -76 -1%
LIM
237
Leavell Investment Management
Alabama
$579K -$70.9K -838 -10%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$569K +$85 +1 +0%
SI
239
Stephens Inc
Arkansas
$566K -$24K -284 -4%
IPW
240
Invictus Private Wealth
Colorado
$565K -$23.1K -273 -4%
VA
241
Valmark Advisers
Ohio
$561K +$38.2K +451 +7%
CPCM
242
Cardinal Point Capital Management
Ontario, Canada
$556K +$604K +7,140 New
CPWMP
243
Cardinal Point Wealth Management Partners
California
$556K +$604K +7,140 New
WWC
244
Waypoint Wealth Counsel
Georgia
$553K +$169 +2 +0%
Bank of New York Mellon
245
Bank of New York Mellon
New York
$551K -$227K -2,684 -27%
AWS
246
AJ Wealth Strategies
New York
$551K
Lido Advisors
247
Lido Advisors
California
$550K +$150K +1,776 +34%
MCM
248
MAI Capital Management
Ohio
$549K -$27.5K -325 -4%
PIA
249
Petredis Investment Advisors
Pennsylvania
$546K +$211K +2,500 +55%
GC
250
Gilbert & Cook
Iowa
$536K -$50.8K -601 -8%