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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$208K +$33.9K +610 +20%
WS
252
Wedbush Securities
California
$207K +$201K +3,625 New
BOM
253
Bank of Marin
California
$204K +$198K +3,561 New
WT
254
Whittier Trust
California
$198K -$13.3K -240 -6%
PCG
255
Private Capital Group
Connecticut
$198K
IA
256
IndexIQ Advisors
New York
$193K -$132K -2,383 -41%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$192K -$41.4K -744 -18%
PA
258
Parallel Advisors
California
$192K -$7.67K -138 -4%
RDWM
259
Red Door Wealth Management
Tennessee
$182K +$1.17K +21 +0.7%
HB
260
Horizon Bancorp
Indiana
$163K -$20.3K -366 -11%
JPLA
261
Joseph P. Lucia & Associates
New York
$161K +$13.9K +250 +10%
BWA
262
BDO Wealth Advisors
Florida
$157K -$29.2K -526 -16%
GRP
263
Global Retirement Partners
California
$153K -$12.7K -228 -8%
BWM
264
BerganKDV Wealth Management
Minnesota
$151K -$65K -1,170 -31%
CAAS
265
Capital Asset Advisory Services
Michigan
$148K -$11.3K -204 -8%
PVH
266
Psagot Value Holdings
Israel
$146K +$86.7K +1,560 +157%
CWC
267
Carolinas Wealth Consulting
North Carolina
$138K -$29.3K -528 -18%
CAC
268
Certified Advisory Corp
Florida
$131K +$389 +7 +0.3%
SBSB
269
Sullivan, Bruyette, Speros & Blaney
Virginia
$128K
TFS
270
TrustCore Financial Services
Tennessee
$106K +$21.7K +390 +27%
EDRH
271
Edmond de Rothschild Holding
Switzerland
$103K +$22.2K +400 +29%
BWM
272
Baystate Wealth Management
Massachusetts
$99K +$95.8K +1,724 New
FRA
273
Front Row Advisors
California
$90K
WB
274
West Bancorporation
Iowa
$88K
PCM
275
Prelude Capital Management
New York
$87K +$84.4K +1,518 New