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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$744K
LWM
302
Liberty Wealth Management
California
$742K -$46.2K -357 -6%
WPW
303
Waldron Private Wealth
Pennsylvania
$739K +$2.2K +17 +0.3%
BFAG
304
Blackston Financial Advisory Group
Florida
$733K -$39.5K -305 -5%
CG
305
Caprock Group
Idaho
$731K +$717K +5,540 New
IFS
306
Ifrah Financial Services
Arkansas
$730K -$4.01K -31 -0.6%
APP
307
Avantax Planning Partners
Iowa
$723K +$3.24K +25 +0.5%
WA
308
Wealthstar Advisors
Texas
$717K +$14K +108 +2%
LIM
309
Leavell Investment Management
Alabama
$711K +$6.6K +51 +1%
TF
310
Tudor Financial
Ohio
$705K +$82K +633 +13%
LIWM
311
Long Island Wealth Management
New York
$692K +$906 +7 +0.1%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$690K -$607K -4,687 -47%
WN
313
Williams & Novak
California
$684K
ECM
314
Evergreen Capital Management
Washington
$669K +$388 +3 +0.1%
LAM
315
Lewis Asset Management
California
$669K +$18K +139 +3%
NEWAS
316
N.E.W. Advisory Services
Wisconsin
$660K +$63.6K +491 +11%
SI
317
Stephens Inc
Arkansas
$659K +$1.81K +14 +0.3%
EW
318
Evoke Wealth
California
$658K
SFA
319
Sequoia Financial Advisors
Ohio
$655K +$98.4K +760 +18%
FWM
320
Focused Wealth Management
New York
$651K -$13.5K -104 -2%
SIAG
321
Safeguard Investment Advisory Group
California
$651K -$151K -1,169 -19%
ZRP
322
Zynergy Retirement Planning
New Jersey
$646K -$4.14K -32 -0.6%
JCFM
323
JBR Co Financial Management
Oklahoma
$644K -$3.88K -30 -0.6%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$641K +$33.7K +260 +6%
SWP
325
Stratos Wealth Partners
Ohio
$641K +$94.7K +731 +18%