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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
351
IBEX Wealth Advisors
New Jersey
$566K – – –
WN
352
Williams & Novak
California
$562K – – –
OIA
353
OneDigital Investment Advisors
Kansas
$561K +$145K +1,136 +36%
DI
354
DAGCO Inc
Ohio
$560K -$54.7K -429 -9%
ZF
355
Zhang Financial
Michigan
$555K +$269K +2,105 +100%
CAG
356
Crestwood Advisors Group
Massachusetts
$551K +$4.85K +38 +0.9%
VVP
357
Venture Visionary Partners
Ohio
$551K +$43.4K +340 +9%
SP
358
SmartHarvest Portfolios
Washington
$549K -$383 -3 -0.1%
AP
359
Americana Partners
Texas
$541K -$19.6K -154 -4%
SPC
360
Sigma Planning Corp
Michigan
$541K -$282K -2,214 -35%
EF
361
Elite Financial
Idaho
$540K -$103K -805 -16%
CF
362
Calder Financial
Pennsylvania
$539K -$35.6K -279 -6%
Nuveen
363
Nuveen
North Carolina
$536K +$520K +4,076 New
First Trust Advisors
364
First Trust Advisors
Illinois
$534K +$36.6K +287 +8%
FCM
365
Family Capital Management
Michigan
$533K – – –
MCM
366
Mainstream Capital Management
California
$532K – – –
IAS
367
IMA Advisory Services
Colorado
$532K +$515K +4,040 New
HTC
368
Haverford Trust Company
Pennsylvania
$531K -$1.79K -14 -0.3%
KIG
369
Kennedy Investment Group
New Jersey
$530K +$41.1K +322 +9%
FWM
370
Focused Wealth Management
New York
$529K -$12.6K -99 -2%
SL
371
Salomon & Ludwin
Virginia
$526K -$638 -5 -0.1%
KP
372
Keel Point
Alabama
$525K -$638 -5 -0.1%
PA
373
PFG Advisors
Arizona
$525K -$27.8K -218 -5%
AA
374
Armis Advisers
Georgia
$522K +$48.2K +378 +11%
BCMLT
375
Beacon Capital Management LLC (Tennessee)
Tennessee
$519K +$13.7K +107 +3%