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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
Truvestments Capital
Florida
$7K – – –
BlackRock
352
BlackRock
New York
$6K +$68 +1 +1%
OIA
353
OneDigital Investment Advisors
Kansas
$5K -$2.78K -41 -35%
AP
354
Atwood & Palmer
Missouri
$5K – – –
ME
355
McIlrath & Eck
Washington
$5K – – –
SMG
356
Spectrum Management Group
Indiana
$5K – – –
SWA
357
Sutton Wealth Advisors
Florida
$3.8K – – –
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
WCM
359
Whitener Capital Management
North Carolina
$3K – – –
JIR
360
James Investment Research
Ohio
$2K – – –
SFG
361
SevenBridge Financial Group
Pennsylvania
$2K – – –
PG
362
Proffitt & Goodson
Tennessee
$2K +$1.9K +28 New
VCM
363
Versant Capital Management
Arizona
$1K -$21.4K -315 -94%
EGA
364
Eagle Global Advisors
Texas
– -$2.75M -42,615 Closed
MWM
365
Merriman Wealth Management
Washington
– -$1.55M -24,095 Closed
FTIOP
366
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.83M -20,428 Closed
TF
367
TIAA FSB
Florida
– -$1.04M -16,190 Closed
SRC
368
Sage Rhino Capital
California
– -$610K -9,450 Closed
BFPW
369
BOK Financial Private Wealth
Colorado
– -$537K -8,318 Closed
Millennium Management
370
Millennium Management
New York
– -$495K -7,669 Closed
TFS
371
Thoroughbred Financial Services
Tennessee
– -$477K -7,387 Closed
MHS
372
M Holdings Securities
Oregon
– -$399K -6,185 Closed
SS
373
Simplicity Solutions
Minnesota
– -$397K -6,150 Closed
FWM
374
Frontier Wealth Management
Missouri
– -$302K -4,676 Closed
FHC
375
First Heartland Consultants
Missouri
– -$267K -4,143 Closed