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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
301
Joseph P. Lucia & Associates
New York
$196K +$15.3K +210 +9%
CAC
302
Certified Advisory Corp
Florida
$174K +$803 +11 +0.5%
SBSB
303
Sullivan, Bruyette, Speros & Blaney
Virginia
$170K
Chevy Chase Trust
304
Chevy Chase Trust
Maryland
$150K +$144K +1,968 New
AF
305
Allworth Financial
California
$144K +$27.6K +378 +25%
RWA
306
Ropes Wealth Advisors
Massachusetts
$136K -$114K -1,567 -47%
LWA
307
Lenox Wealth Advisors
New York
$135K
SBL
308
Sargent Bickham Lagudis
Colorado
$133K
PA
309
Parallel Advisors
California
$133K +$10K +137 +9%
CWC
310
Carolinas Wealth Consulting
North Carolina
$131K +$128K +1,759 New
FRA
311
Front Row Advisors
California
$120K
BA
312
Ballast Advisors
Minnesota
$119K +$113K +1,554 New
RCA
313
Ranch Capital Advisors
Florida
$117K -$28K -384 -20%
WB
314
West Bancorporation
Iowa
$117K +$112K +1,530 New
MWM
315
Maltin Wealth Management
New Jersey
$112K +$107K +1,468 New
S
316
SignatureFD
Georgia
$109K
EDRH
317
Edmond de Rothschild Holding
Switzerland
$107K +$29.2K +400 +40%
TPWA
318
TRUE Private Wealth Advisors
Oregon
$97K -$143K -1,965 -61%
MA
319
MUFG Americas
New York
$94K
CT
320
Caldwell Trust
Florida
$91.2K +$87.2K +1,195 New
BW
321
Bison Wealth
Georgia
$91K +$87.4K +1,197 New
KPCM
322
Kings Point Capital Management
New York
$89K -$9.71K -133 -10%
CG
323
Cutler Group
California
$88K +$84.6K +1,159 New
HNB
324
Huntington National Bank
Ohio
$84K
SIM
325
Sonora Investment Management
Arizona
$84K