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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$384K +$67.4K +731 +21%
PAS
302
Park Avenue Securities
New York
$379K +$53.4K +579 +16%
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$379K +$111K +1,203 +43%
AWA
304
Arete Wealth Advisors
Illinois
$379K +$378K +4,094 New
IAMOG
305
Investors Asset Management of Georgia
Georgia
$374K
FCA
306
FinTrust Capital Advisors
South Carolina
$371K
PA
307
PFG Advisors
Arizona
$370K -$1.75K -19 -0.5%
CAG
308
Crestwood Advisors Group
Massachusetts
$369K
NRI
309
NFP Retirement Inc
California
$367K +$10.7K +116 +3%
PGFC
310
Peapack-Gladstone Financial Corp
New Jersey
$365K +$5.07K +55 +1%
MSFS
311
Main Street Financial Solutions
Pennsylvania
$357K +$69.4K +752 +24%
CFA
312
Carroll Financial Associates
North Carolina
$355K +$251K +2,717 +243%
VIM
313
Vista Investment Management
Pennsylvania
$353K -$461 -5 -0.1%
MF
314
Montis Financial
Massachusetts
$348K +$37.2K +403 +12%
DC
315
Davenport & Co
Virginia
$346K +$57.7K +625 +20%
PVH
316
Psagot Value Holdings
Israel
$342K
PA
317
Parallel Advisors
California
$342K +$15.6K +169 +5%
TPCW
318
TD Private Client Wealth
New York
$341K +$35.7K +387 +12%
GL
319
Graypoint LLC
New York
$339K
IA
320
IFG Advisory
Georgia
$332K -$9.22K -100 -3%
CFG
321
Citizens Financial Group
Rhode Island
$331K +$328K +3,555 New
FBC
322
Fairfield, Bush & Co
Connecticut
$325K -$1.38K -15 -0.4%
TPW
323
TL Private Wealth
Texas
$325K +$1.38K +15 +0.5%
MOS
324
MGO One Seven
Ohio
$320K +$297K +3,216 New
NFG
325
Nations Financial Group
Iowa
$314K +$62.1K +673 +25%