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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
276
Elm Partners Management
Pennsylvania
$871K -$19.5K -165 -2%
CA
277
Clearstead Advisors
Ohio
$862K +$12.1K +102 +1%
WA
278
WP Advisors
California
$839K +$8.87K +75 +1%
Focus Partners Wealth
279
Focus Partners Wealth
Massachusetts
$836K -$288K -2,434 -26%
FPB
280
First PREMIER Bank
South Dakota
$829K -$237 -2 -0%
HI
281
Harbour Investments
Wisconsin
$821K +$398K +3,368 +94%
YIH
282
Y-Intercept (HK)
Hong Kong
$816K +$818K +6,913 New
BCMLT
283
Beacon Capital Management LLC (Tennessee)
Tennessee
$814K -$29.9K -253 -4%
MHIC
284
Marble Harbor Investment Counsel
Massachusetts
$809K
BEAM
285
Baker Ellis Asset Management
Washington
$804K
SI
286
Saxon Interests
Texas
$799K +$800K +6,764 New
PGFC
287
Peapack-Gladstone Financial Corp
New Jersey
$796K -$40.3K -341 -5%
BA
288
Bluesphere Advisors
Pennsylvania
$793K -$42.9K -363 -5%
CFG
289
Citizens Financial Group
Rhode Island
$792K +$7.33K +62 +0.9%
CFP
290
Cascade Financial Partners
California
$791K
PAS
291
Park Avenue Securities
New York
$789K -$791K -6,688 -50%
TCOV
292
Trust Company of Vermont
Vermont
$784K +$785K +6,636 New
PPWP
293
Premier Path Wealth Partners
New Jersey
$780K -$591 -5 -0.1%
Financial Engines Advisors
294
Financial Engines Advisors
California
$776K -$69.7K -589 -8%
HWM
295
Howard Wealth Management
Connecticut
$776K +$87.4K +739 +13%
NRI
296
NFP Retirement Inc
California
$774K -$51.1K -432 -6%
BWM
297
Birchcreek Wealth Management
Ohio
$773K +$68.2K +577 +10%
PIA
298
Pinion Investment Advisors
Kansas
$763K +$764K +6,464 New
LIWM
299
Long Island Wealth Management
New York
$750K -$1.09M -9,256 -59%
BOPW
300
Brandywine Oak Private Wealth
Pennsylvania
$748K