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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
251
Financial Advocates Investment Management
Washington
$336K -$15.5K -212 -5%
BWA
252
BDO Wealth Advisors
Florida
$329K +$95.2K +1,305 +43%
NSIM
253
North Star Investment Management
Illinois
$327K +$146 +2 +0%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$321K -$2.48K -34 -0.8%
MC
255
Moors & Cabot
Massachusetts
$321K +$31.1K +426 +11%
CWM
256
CCG Wealth Management
California
$317K -$116K -1,594 -28%
MCM
257
Murphy Capital Management
New Jersey
$315K +$7.3K +100 +2%
RBC
258
Roble Belko & Company
Pennsylvania
$309K +$73 +1 +0%
CAL
259
Capital Analysts LLC
Pennsylvania
$307K +$6.06K +83 +2%
CIC
260
Carnegie Investment Counsel
Ohio
$307K +$19.1K +262 +7%
WT
261
Whittier Trust
California
$297K
JWCA
262
J.W. Cole Advisors
Florida
$294K +$281K +3,853 New
BWM
263
BerganKDV Wealth Management
Minnesota
$290K +$278K +3,806 New
NEWAS
264
N.E.W. Advisory Services
Wisconsin
$290K +$278K +3,812 New
TCPWM
265
Traverso Chambers Private Wealth Management
California
$288K
WA
266
WP Advisors
California
$287K -$24.2K -331 -8%
AWA
267
Arete Wealth Advisors
Illinois
$285K +$4.67K +64 +2%
SB
268
Strategic Blueprint
Georgia
$285K +$272K +3,731 New
BOM
269
Bank of Marin
California
$277K +$265K +3,635 New
MWM
270
Mission Wealth Management
California
$272K +$30.4K +417 +13%
IF
271
Insight Folios
North Carolina
$269K +$258K +3,532 New
FI
272
FormulaFolio Investments
Michigan
$268K +$257K +3,515 New
HTC
273
Haverford Trust Company
Pennsylvania
$267K +$43.9K +602 +21%
SAM
274
Secure Asset Management
Michigan
$267K +$255K +3,501 New
PCG
275
Private Capital Group
Connecticut
$264K -$23.9K -327 -9%