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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$1.05M +$198K +1,868 +24%
IFG
227
Independent Financial Group
California
$1.04M +$219K +2,066 +28%
PWP
228
Principle Wealth Partners
Connecticut
$1.03M
B
229
Bailard
California
$1.02M -$47.1K -444 -5%
NW
230
NewEdge Wealth
Pennsylvania
$1.01M +$975K +9,203 New
CB
231
Community Bank
New York
$997K -$101K -951 -9%
GVAG
232
Great Valley Advisor Group
Delaware
$993K +$107K +1,005 +13%
ECA
233
Elevation Capital Advisory
Oregon
$980K -$38.9K -367 -4%
TIAA Trust, National Association
234
TIAA Trust, National Association
North Carolina
$968K -$40.7K -384 -4%
MCM
235
MAI Capital Management
Ohio
$959K +$16.1K +152 +2%
Bessemer Group
236
Bessemer Group
New Jersey
$959K
FTS
237
Fifth Third Securities
Ohio
$945K -$15.8K -149 -2%
GFP
238
Gryphon Financial Partners
Ohio
$940K
Baird Financial Group
239
Baird Financial Group
Wisconsin
$884K -$2.09M -19,708 -71%
BIA
240
Bigelow Investment Advisors
Maine
$884K +$220K +2,076 +35%
HFRG
241
Houlihan Financial Resource Group
Virginia
$883K -$21.1K -199 -2%
DWT
242
Dorsey & Whitney Trust
South Dakota
$879K -$212K -2,000 -20%
AG
243
Ascent Group
Virginia
$854K -$44.7K -422 -5%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$853K -$388K -3,663 -32%
ADL
245
Asset Dedication LLC
California
$846K -$505K -4,766 -38%
CWM
246
Cornerstone Wealth Management
Missouri
$842K +$31.9K +301 +4%
CCA
247
Checchi Capital Advisers
California
$835K
BBA
248
BLB&B Advisors
Pennsylvania
$832K -$6.57K -62 -0.8%
EPM
249
Elm Partners Management
Pennsylvania
$829K +$169K +1,591 +27%
WIM
250
Westside Investment Management
California
$823K +$1.7K +16 +0.2%