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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$24K +$19.9K +285 +407%
RBC
327
Roble Belko & Company
Pennsylvania
$20K +$5.03K +72 +32%
GBBWRPM
328
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K
GWS
329
Glassman Wealth Services
Virginia
$16K
AF
330
Allworth Financial
California
$15K
LFA
331
Legacy Financial Advisors
Kentucky
$15K
BCA
332
Bay Colony Advisors
Massachusetts
$15K +$15.6K +223 New
RWA
333
River Wealth Advisors
Pennsylvania
$15K +$16K +229 New
Bessemer Group
334
Bessemer Group
New Jersey
$14K -$38.6M -552,888 -100%
WEC
335
Winslow Evans & Crocker
Massachusetts
$14K
CTC
336
Central Trust Company
Missouri
$14K +$14.5K +207 New
POIA
337
Pin Oak Investment Advisors
Texas
$13K
SFSIG
338
San Francisco Sentry Investment Group
California
$13K
SAM
339
Shamrock Asset Management
Texas
$13K
AIS
340
Accurate Investment Solutions
Pennsylvania
$13K +$1.47K +21 +12%
MCM
341
Mainstay Capital Management
Michigan
$13K +$14K +200 New
RWP
342
RWA Wealth Partners
Massachusetts
$10K
TWA
343
TCI Wealth Advisors
Arizona
$9K
SMFS
344
Squar Milner Financial Services
California
$9K +$8.94K +128 New
OIA
345
OneDigital Investment Advisors
Kansas
$8K
QAM
346
QCI Asset Management
New York
$8K
QCIG
347
Quad-Cities Investment Group
Iowa
$8K +$8.03K +115 New
BWM
348
BerganKDV Wealth Management
Minnesota
$8K +$8.59K +123 New
GEA
349
Glen Eagle Advisors
New Jersey
$7.89K +$1.19K +17 +17%
FPS
350
Fieldpoint Private Securities
Connecticut
$7K