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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
FFW
327
Fusion Family Wealth
New York
$27K
YWP
328
YorkBridge Wealth Partners
New York
$26K
GBBWRPM
329
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K -$5.48K -76 -23%
GWS
330
Glassman Wealth Services
Virginia
$17K
WDL
331
Well Done LLC
Michigan
$16K +$16.2K +225 New
AF
332
Allworth Financial
California
$15K -$5.63K -78 -27%
LFA
333
Legacy Financial Advisors
Kentucky
$15K
SP
334
SWS Partners
Ohio
$15K
RBC
335
Roble Belko & Company
Pennsylvania
$15K +$2.6K +36 +19%
POIA
336
Pin Oak Investment Advisors
Texas
$14K
SFSIG
337
San Francisco Sentry Investment Group
California
$14K
SAM
338
Shamrock Asset Management
Texas
$14K
WEC
339
Winslow Evans & Crocker
Massachusetts
$13.9K +$7.21K +100 +100%
CG
340
Cutler Group
California
$13K
AIS
341
Accurate Investment Solutions
Pennsylvania
$12K
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$12K +$12.7K +176 New
RWP
343
RWA Wealth Partners
Massachusetts
$11K +$11K +153 New
TWA
344
TCI Wealth Advisors
Arizona
$10K
QAM
345
QCI Asset Management
New York
$9K
OIA
346
OneDigital Investment Advisors
Kansas
$8K +$8.44K +117 New
FPS
347
Fieldpoint Private Securities
Connecticut
$7K
GEA
348
Glen Eagle Advisors
New Jersey
$6.95K +$7.21K +100 New
BlackRock
349
BlackRock
New York
$6K
WAM
350
Wealthspire Advisors (Maryland)
Maryland
$5K