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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
251
Mosaic Financial Group
Illinois
$696K
MHIC
252
Marble Harbor Investment Counsel
Massachusetts
$684K
Wealthfront Advisers
253
Wealthfront Advisers
California
$676K +$131K +1,309 +24%
CFP
254
Cascade Financial Partners
California
$671K
SWP
255
Stratos Wealth Partners
Ohio
$670K -$91K -911 -12%
MFG
256
Mainsail Financial Group
Washington
$669K -$18.9K -189 -3%
PPWP
257
Premier Path Wealth Partners
New Jersey
$664K -$113K -1,135 -15%
SL
258
Salomon & Ludwin
Virginia
$663K -$253K -2,537 -28%
DAS
259
Dynamic Advisor Solutions
Arizona
$652K -$4.79K -48 -0.7%
BA
260
Bluesphere Advisors
Pennsylvania
$652K -$100K -1,002 -13%
CFG
261
Citizens Financial Group
Rhode Island
$644K +$49.9K +500 +8%
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$633K
HR
263
Hardy Reed
Mississippi
$631K
Renaissance Technologies
264
Renaissance Technologies
New York
$629K -$509K -5,100 -45%
BRWA
265
B. Riley Wealth Advisors
Florida
$627K +$15.8K +158 +3%
P
266
&Partners
Tennessee
$626K +$625K +6,264 New
SIAG
267
Safeguard Investment Advisory Group
California
$619K -$51.9K -520 -8%
IPW
268
Invictus Private Wealth
Colorado
$617K -$1.5K -15 -0.2%
WN
269
Williams & Novak
California
$611K
US Bancorp
270
US Bancorp
Minnesota
$610K -$231K -2,316 -28%
PFS
271
Prospera Financial Services
Texas
$604K +$44.8K +449 +8%
Bank of New York Mellon
272
Bank of New York Mellon
New York
$597K +$72K +721 +14%
BWM
273
Birchcreek Wealth Management
Ohio
$596K
BIA
274
Bigelow Investment Advisors
Maine
$596K +$199K +1,990 +50%
Brown Advisory
275
Brown Advisory
Maryland
$596K +$47K +471 +9%