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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMAS
251
PNC Managed Account Solutions
Texas
$528K +$528K +5,838 New
Brown Advisory
252
Brown Advisory
Maryland
$527K -$41.5K -459 -7%
FWM
253
Focused Wealth Management
New York
$524K -$566K -6,266 -52%
WA
254
Wealthstar Advisors
Texas
$524K +$523K +5,782 New
VA
255
Valmark Advisers
Ohio
$514K -$736K -8,139 -59%
WPW
256
Waldron Private Wealth
Pennsylvania
$511K
MFG
257
Magnus Financial Group
New York
$511K +$26.5K +293 +5%
CWM
258
Cornerstone Wealth Management
Missouri
$504K +$54.6K +604 +12%
Lido Advisors
259
Lido Advisors
California
$502K -$80.8K -894 -14%
NA
260
NewEdge Advisors
Louisiana
$486K -$42.3K -468 -8%
BBA
261
BLB&B Advisors
Pennsylvania
$486K +$246K +2,720 +103%
PPA
262
Parametric Portfolio Associates
Washington
$482K +$75.3K +833 +19%
LIM
263
Leavell Investment Management
Alabama
$479K
Renaissance Technologies
264
Renaissance Technologies
New York
$479K +$479K +5,300 New
Prudential Financial
265
Prudential Financial
New Jersey
$471K +$470K +5,202 New
BA
266
Bluesphere Advisors
Pennsylvania
$468K -$60.5K -669 -11%
SB
267
Simmons Bank
Arkansas
$464K
ECM
268
Evergreen Capital Management
Washington
$456K +$904 +10 +0.2%
IWC
269
Integrated Wealth Concepts
Massachusetts
$452K +$88.5K +979 +24%
FHC
270
First Heartland Consultants
Missouri
$442K +$29.1K +322 +7%
CA
271
Cetera Advisors
Colorado
$441K -$86.6K -958 -16%
OIA
272
OneDigital Investment Advisors
Kansas
$436K +$86.9K +962 +25%
WAS
273
Winch Advisory Services
Wisconsin
$432K +$262K +2,903 +155%
NFSG
274
Newbridge Financial Services Group
Florida
$431K +$90 +1 +0%
AL
275
Aspiriant LLC
California
$425K +$425K +4,702 New