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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
276
Garde Capital
Washington
$206K -$31.6K -488 -13%
FI
277
FormulaFolio Investments
Michigan
$206K +$3.96K +61 +2%
LWA
278
Lenox Wealth Advisors
New York
$198K -$88.5K -1,364 -31%
Schroder Investment Management Group
279
Schroder Investment Management Group
United Kingdom
$196K +$197K +3,040 New
BWA
280
BDO Wealth Advisors
Florida
$190K -$76.2K -1,175 -29%
KPCM
281
Kings Point Capital Management
New York
$188K +$2.66K +41 +1%
JPLA
282
Joseph P. Lucia & Associates
New York
$170K +$165K +2,545 New
CAL
283
Capital Analysts LLC
Pennsylvania
$166K +$167K +2,573 New
GSWM
284
Golden State Wealth Management
California
$159K +$160K +2,470 New
FPB
285
First PREMIER Bank
South Dakota
$147K +$49.9K +770 +51%
CAC
286
Certified Advisory Corp
Florida
$146K +$6.81K +105 +5%
WCM
287
WealthBridge Capital Management
Ohio
$131K -$6.49K -100 -5%
MFW
288
Mosaic Family Wealth
Missouri
$129K
HNB
289
Huntington National Bank
Ohio
$120K
ESB
290
Essex Savings Bank
Connecticut
$113K
MA
291
MUFG Americas
New York
$113K +$32.9K +508 +41%
SBL
292
Sargent Bickham Lagudis
Colorado
$113K +$113K +1,750 New
BBHC
293
Brown Brothers Harriman & Co
New York
$110K +$36.2K +558 +48%
RFC
294
Regions Financial Corp
Alabama
$109K -$35.5K -547 -24%
EDRH
295
Edmond de Rothschild Holding
Switzerland
$109K
PA
296
Parallel Advisors
California
$107K -$29.8K -459 -22%
FRA
297
Front Row Advisors
California
$101K
RWA
298
Ropes Wealth Advisors
Massachusetts
$101K
CI
299
CX Institutional
Indiana
$98K +$15.5K +239 +19%
AF
300
Allworth Financial
California
$97K +$46.4K +715 +90%