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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
251
Westside Investment Management
California
$551K
TI
252
tru Independence
Oregon
$542K -$29.1K -348 -5%
BA
253
Bluesphere Advisors
Pennsylvania
$533K +$111K +1,328 +25%
BWM
254
Birchcreek Wealth Management
Ohio
$518K
GVAG
255
Great Valley Advisor Group
Delaware
$514K +$4.68K +56 +0.9%
WA
256
WP Advisors
California
$512K +$2.93K +35 +0.6%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$511K +$444K +5,313 +507%
BOPW
258
Brandywine Oak Private Wealth
Pennsylvania
$509K
Millennium Management
259
Millennium Management
New York
$507K +$528K +6,312 New
IPW
260
Invictus Private Wealth
Colorado
$505K -$81.4K -974 -13%
GC
261
Gilbert & Cook
Iowa
$498K -$6.6K -79 -1%
IFG
262
Independent Financial Group
California
$497K +$151K +1,804 +41%
HR
263
Hardy Reed
Mississippi
$496K
BRWA
264
B. Riley Wealth Advisors
Florida
$492K -$24.2K -290 -5%
CI
265
CX Institutional
Indiana
$483K -$1.87M -22,362 -79%
E
266
ETFidea
New York
$481K -$5.35K -64 -1%
MGIA
267
Moneta Group Investment Advisors
Missouri
$478K -$12.5K -149 -2%
WA
268
Wealthstar Advisors
Texas
$475K -$3.68K -44 -0.7%
SI
269
Stephens Inc
Arkansas
$475K -$99.8K -1,194 -17%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$474K +$6.69K +80 +1%
MCM
271
MAI Capital Management
Ohio
$473K -$53K -634 -10%
MC
272
Matisse Capital
Oregon
$472K
CHA
273
Carmichael Hill & Associates
Maryland
$464K -$16.4K -196 -3%
FCM
274
Family Capital Management
Michigan
$460K -$18K -215 -4%
AWM
275
Avitas Wealth Management
California
$459K +$478K +5,712 New