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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$1.01M -$77.1K -604 -7%
GC
252
Grimes & Company
Massachusetts
$1M +$973K +7,625 New
EWA
253
EP Wealth Advisors
California
$990K +$114K +896 +14%
DAS
254
Daybright Advisory Services
Florida
$987K +$253K +1,985 +39%
AG
255
Ascent Group
Virginia
$981K +$9.7K +76 +1%
WIM
256
Westside Investment Management
California
$971K – – –
US Bancorp
257
US Bancorp
Minnesota
$960K +$87.8K +688 +10%
BBA
258
BLB&B Advisors
Pennsylvania
$959K – – –
HFRG
259
Houlihan Financial Resource Group
Virginia
$957K -$51K -400 -5%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$953K +$924K +7,242 New
WA
261
WP Advisors
California
$951K -$2.04K -16 -0.2%
WLIM
262
White Lighthouse Investment Management
Massachusetts
$938K -$1.91K -15 -0.2%
CB
263
Community Bank
New York
$928K -$12.8K -100 -1%
MAM
264
Mainsail Asset Management
Alabama
$921K +$238K +1,862 +39%
BCP
265
Berkeley Capital Partners
Georgia
$916K +$20.7K +162 +2%
SI
266
Stephens Inc
Arkansas
$913K -$6.25K -49 -0.7%
MHIC
267
Marble Harbor Investment Counsel
Massachusetts
$901K – – –
VFA
268
Valeo Financial Advisors
Indiana
$901K – – –
BEAM
269
Baker Ellis Asset Management
Washington
$896K – – –
NRI
270
NFP Retirement Inc
California
$890K +$4.47K +35 +0.5%
Vanguard National Trust
271
Vanguard National Trust
Pennsylvania
$889K -$105K -824 -11%
NWM
272
Nova Wealth Management
Florida
$889K -$348K -2,730 -29%
TCIIS
273
TIAA-CREF Individual & Institutional Services
New York
$887K -$45.7K -358 -5%
PFA
274
Pure Financial Advisors
California
$874K -$7.14K -56 -0.8%
CFA
275
Cahill Financial Advisors
Minnesota
$870K +$13.3K +104 +2%