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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
351
Petredis Investment Advisors
Pennsylvania
$575K
WAS
352
Winch Advisory Services
Wisconsin
$573K +$2.03K +17 +0.4%
HWM
353
HB Wealth Management
Georgia
$571K -$293K -2,456 -35%
IA
354
IFG Advisory
Georgia
$571K +$119 +1 +0%
KWA
355
Kingswood Wealth Advisors
California
$564K -$2.86K -24 -0.5%
FCM
356
Family Capital Management
Michigan
$561K
IC
357
IEQ Capital
California
$559K +$119 +1 +0%
MCM
358
Mainstream Capital Management
California
$554K
CMAI
359
Capital Management Associates Inc
Minnesota
$553K +$518K +4,342 New
HCC
360
Hirtle Callaghan & Co
Pennsylvania
$551K
SB
361
Simmons Bank
Arkansas
$550K
IWA
362
IBEX Wealth Advisors
New Jersey
$547K +$513K +4,300 New
GPW
363
Gentry Private Wealth
Kansas
$542K +$3.46K +29 +0.7%
CAG
364
Crestwood Advisors Group
Massachusetts
$541K -$11.7K -98 -2%
WPC
365
Waters Parkerson & Co
Louisiana
$541K -$23.8K -200 -4%
OIA
366
OneDigital Investment Advisors
Kansas
$540K +$11.9K +100 +2%
SFA
367
Sequoia Financial Advisors
Ohio
$538K +$12.2K +102 +2%
HH
368
Hilltop Holdings
Texas
$537K -$81.1K -680 -14%
Kovitz Investment Group Partners
369
Kovitz Investment Group Partners
Illinois
$534K +$86.8K +728 +21%
SG
370
StoneX Group
New York
$533K +$499K +4,186 New
SWP
371
Stratos Wealth Partners
Ohio
$529K -$35.5K -298 -7%
BRWA
372
B. Riley Wealth Advisors
Florida
$526K +$492K +4,128 New
GL
373
Graypoint LLC
New York
$516K
QCM
374
QRG Capital Management
Illinois
$511K -$35.7K -299 -7%
SL
375
Salomon & Ludwin
Virginia
$510K -$10.8K -91 -2%