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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$130K -$156K -2,364 -57%
BWM
327
Baystate Wealth Management
Massachusetts
$126K
SFS
328
Sowell Financial Services
Arkansas
$125K +$10.5K +159 +10%
TFS
329
TrustCore Financial Services
Tennessee
$120K -$264 -4 -0.2%
GRP
330
Global Retirement Partners
California
$119K -$82.1K -1,244 -43%
EIP
331
Ellis Investment Partners
Pennsylvania
$117K +$792 +12 +0.8%
RPWA
332
Regent Peak Wealth Advisors
Georgia
$112K +$102K +1,543 New
FRA
333
Front Row Advisors
California
$109K
WEC
334
Winslow Evans & Crocker
Massachusetts
$102K +$85.8K +1,300 +1,300%
GC
335
Grace Capital
Massachusetts
$95K -$30.4K -460 -26%
BA
336
Ballast Advisors
Minnesota
$94K -$8.91K -135 -9%
PWM
337
Perigon Wealth Management
California
$87K +$78.5K +1,189 New
FFA
338
Founders Financial Alliance
North Carolina
$81K
SIM
339
Sonora Investment Management
Arizona
$80K
PCFFS
340
Pacific Center for Financial Services
California
$79K
APWA
341
Atlas Private Wealth Advisors
New Jersey
$76K +$1.32K +20 +2%
MA
342
MUFG Americas
New York
$75K
OIM
343
Oder Investment Management
California
$75K +$68.3K +1,035 New
BW
344
Bison Wealth
Georgia
$74K
Franklin Resources
345
Franklin Resources
California
$73K
RPCA
346
Running Point Capital Advisors
California
$73K +$66K +1,000 New
GWM
347
Greenhouse Wealth Management
Connecticut
$72K +$65.7K +995 New
BWM
348
BerganKDV Wealth Management
Minnesota
$68K
SL
349
Savior LLC
Massachusetts
$67K
PCIA
350
Prime Capital Investment Advisors
Kansas
$63K +$330 +5 +0.6%