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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
351
Ranch Capital Advisors
Florida
$1K -$1.78K -32 -56%
JIR
352
James Investment Research
Ohio
$1K -$778 -14 -37%
OAJ
353
Ogorek Anthony Joseph
New York
$1K – – –
SCA
354
Stonebridge Capital Advisors
Minnesota
$1K – – –
VCM
355
Versant Capital Management
Arizona
$1K – – –
CAL
356
Capital Analysts LLC
Pennsylvania
$1K +$56 +1 +10%
CI
357
CX Institutional
Indiana
$1K +$667 +12 New
WIM
358
Westside Investment Management
California
$249 +$33.3K +600 +16%
PAG
359
Private Advisory Group
Washington
– -$5.62M -110,713 Closed
SS
360
Simplicity Solutions
Minnesota
– -$3.92M -77,213 Closed
SIC
361
Starr International Company
Switzerland
– -$3.75M -74,000 Closed
ACM
362
Azimuth Capital Management
Michigan
– -$1.88M -37,125 Closed
PPW
363
Parcion Private Wealth
Washington
– -$1.54M -30,418 Closed
MIAN
364
Mariner Independent Advisor Network
Kansas
– -$1.21M -25,426 Closed
IAIM
365
International Assets Investment Management
Florida
– -$3.09M -19,046 Closed
GI
366
GAMCO Investors
Connecticut
– -$480K -9,455 Closed
CG
367
Caprock Group
Idaho
– -$471K -9,283 Closed
CAMG
368
CWA Asset Management Group
Florida
– -$406K -8,003 Closed
TCA
369
Transcend Capital Advisors
New Jersey
– -$347K -6,842 Closed
STA
370
Summit Trail Advisors
New York
– -$279K -5,500 Closed
BFO
371
Boston Family Office
Massachusetts
– -$247K -4,871 Closed
HC
372
HNP Capital
New York
– -$242K -4,690 Closed
AF
373
Apexium Financial
Texas
– -$235K -4,640 Closed
BCM
374
Boltwood Capital Management
California
– -$234K -4,614 Closed
TFS
375
Thoroughbred Financial Services
Tennessee
– -$229K -4,511 Closed