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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
326
Allied Investment Advisors
Montana
$383K -$23.9K -285 -6%
TI
327
Trexquant Investment
Connecticut
$383K -$47.4K -564 -12%
WPC
328
Wedmont Private Capital
Pennsylvania
$376K +$168 +2 +0%
GL
329
Graypoint LLC
New York
$375K
BWL
330
Bogart Wealth LLC
Virginia
$372K -$12.6K -150 -4%
SFA
331
Sequoia Financial Advisors
Ohio
$371K +$81.3K +967 +32%
KWM
332
Keating Wealth Management
Colorado
$370K +$337K +4,007 New
Bank of New York Mellon
333
Bank of New York Mellon
New York
$369K -$508K -6,047 -60%
VIM
334
Vista Investment Management
Pennsylvania
$364K
CIBC World Market
335
CIBC World Market
Ontario, Canada
$364K +$7.65K +91 +2%
Vanguard Group
336
Vanguard Group
Pennsylvania
$363K -$2.77K -33 -0.8%
PFA
337
Pure Financial Advisors
California
$362K -$3.19K -38 -1%
AWA
338
Arete Wealth Advisors
Illinois
$358K -$504 -6 -0.2%
BFG
339
Berger Financial Group
Minnesota
$356K +$324K +3,861 New
SB
340
Strategic Blueprint
Georgia
$355K -$7.98K -95 -2%
OBWG
341
Onyx Bridge Wealth Group
New York
$355K -$2.6K -31 -0.8%
TI
342
tru Independence
Oregon
$345K -$253K -3,007 -45%
PIA
343
Panoramic Investment Advisors
Colorado
$343K -$6.47K -77 -2%
FCA
344
FinTrust Capital Advisors
South Carolina
$341K
Empower Advisory Group
345
Empower Advisory Group
Colorado
$340K -$672 -8 -0.2%
RFN
346
Redwood Financial Network
Ohio
$333K +$1.93K +23 +0.6%
CD
347
Chapin Davis
Maryland
$332K +$168 +2 +0.1%
OWA
348
Octavia Wealth Advisors
Ohio
$331K -$17.2K -205 -5%
PCA
349
Pallas Capital Advisors
Massachusetts
$331K +$302K +3,591 New
CIA
350
Compass Ion Advisors
Pennsylvania
$330K +$68.7K +817 +30%