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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
326
Jacobi Capital Management
Pennsylvania
$83K
SSB
327
Sandy Spring Bank
Maryland
$83K +$511 +7 +0.6%
RFWA
328
RPg Family Wealth Advisory
Massachusetts
$82.6K
PCFFS
329
Pacific Center for Financial Services
California
$82K
PVH
330
Psagot Value Holdings
Israel
$77K +$2.85K +39 +4%
CBT
331
Capital Bank & Trust
California
$76K
HWM
332
Howard Wealth Management
Connecticut
$73K +$70.4K +965 New
GWM
333
Geneos Wealth Management
Colorado
$70K -$120K -1,640 -64%
SL
334
Savior LLC
Massachusetts
$70K +$66.9K +917 New
AF
335
Advisornet Financial
Minnesota
$69K
AA
336
Ancora Advisors
Ohio
$68K +$65.4K +896 New
BBHC
337
Brown Brothers Harriman & Co
New York
$66K
SFPG
338
Stonebridge Financial Planning Group
Florida
$65K +$62K +850 New
PK
339
Pflug Koory
Nebraska
$64K
TFS
340
TrustCore Financial Services
Tennessee
$64K +$584 +8 +1%
AWM
341
AllSquare Wealth Management
New York
$59K
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$57K
RE
343
RBC Europe
United Kingdom
$54.7K +$6.42K +88 +14%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$52K +$146 +2 +0.3%
BCI
345
Brinker Capital Investments
Pennsylvania
$50K
QAM
346
QCI Asset Management
New York
$50K
TL
347
TrueWealth LLC
Georgia
$48K
LC
348
Lindbrook Capital
California
$46K
CFG
349
Citizens Financial Group
Rhode Island
$46K +$44.1K +604 New
RFA
350
Reilly Financial Advisors
California
$43K -$16.1K -220 -28%