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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
251
Simmons Bank
Arkansas
$433K
ECM
252
Evergreen Capital Management
Washington
$425K +$2.79K +35 +0.7%
CWM
253
Cornerstone Wealth Management
Missouri
$420K +$44.5K +558 +13%
TCWM
254
Total Clarity Wealth Management
Illinois
$420K +$396K +4,965 New
MFGM
255
Marshall Financial Group (Maryland)
Maryland
$410K -$6.54K -82 -2%
NG
256
NatWest Group
United Kingdom
$405K -$967K -12,126 -72%
NFSG
257
Newbridge Financial Services Group
Florida
$403K -$7.97K -100 -2%
CW
258
CreativeOne Wealth
Kansas
$403K +$21.8K +274 +6%
CC
259
Courier Capital
New York
$396K
CB
260
Cadence Bank
Mississippi
$389K +$367K +4,608 New
FHC
261
First Heartland Consultants
Missouri
$385K -$33.2K -417 -8%
HB
262
Homrich & Berg
Georgia
$385K +$88.8K +1,114 +32%
EVM
263
Eaton Vance Management
Massachusetts
$382K +$79.7K +1,000 +28%
KPCM
264
Kings Point Capital Management
New York
$382K +$360K +4,519 New
HWAM
265
Hennion & Walsh Asset Management
New Jersey
$381K +$360K +4,511 New
PPA
266
Parametric Portfolio Associates
Washington
$380K +$101K +1,262 +39%
AWA
267
Arete Wealth Advisors
Illinois
$379K +$19.5K +245 +6%
MCWS
268
McKinley Carter Wealth Services
West Virginia
$372K +$159 +2 +0%
SBSB
269
Sullivan, Bruyette, Speros & Blaney
Virginia
$367K +$239 +3 +0.1%
HCC
270
Hirtle Callaghan & Co
Pennsylvania
$366K
LNC
271
Lincoln National Corp
Pennsylvania
$361K +$83.9K +1,052 +33%
MCM
272
Murphy Capital Management
New Jersey
$359K +$7.97K +100 +2%
KM
273
Kalos Management
Georgia
$356K +$311K +3,904 New
CCA
274
Cadent Capital Advisors
Oklahoma
$356K +$336K +4,218 New
BWM
275
Birchcreek Wealth Management
Ohio
$353K -$5.26K -66 -2%