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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Ategra Capital Management
Virginia
$223K -$3.3M -36,495 -94%
KWM
377
Kingsview Wealth Management
Oregon
$220K +$218K +2,409 New
HCM
378
Hollencrest Capital Management
California
$219K +$1.08K +12 +0.5%
GRP
379
Global Retirement Partners
California
$218K -$3.43K -38 -2%
WLIM
380
White Lighthouse Investment Management
Massachusetts
$214K -$49.7K -550 -19%
BJL
381
Brighton Jones LLC
Washington
$210K +$209K +2,318 New
GWM
382
Geneos Wealth Management
Colorado
$209K -$409K -4,521 -66%
ACI
383
Alpha Cubed Investments
California
$208K +$207K +2,295 New
RF
384
Rollins Financial
Georgia
$207K +$207K +2,286 New
GI
385
GAMCO Investors
Connecticut
$202K -$48.8K -540 -19%
CM
386
Capital Management
Virginia
$202K +$202K +2,235 New
EWM
387
Evercore Wealth Management
New York
$202K +$202K +2,237 New
Simplex Trading
388
Simplex Trading
Illinois
$200K +$34.3K +379 +21%
WT
389
Whittier Trust
California
$189K +$633 +7 +0.3%
FI
390
Financial Insights
Washington
$181K +$181K +2,003 New
SG Americas Securities
391
SG Americas Securities
New York
$181K +$36.1K +400 +25%
GLLW
392
Graves Light Lenhart Wealth
Virginia
$179K -$6.87K -76 -4%
EDRH
393
Edmond de Rothschild Holding
Switzerland
$176K
SIM
394
Sonora Investment Management
Arizona
$173K +$28.1K +311 +19%
CG
395
Cutler Group
California
$172K +$99.4K +1,100 +136%
Kayne Anderson Rudnick Investment Management
396
Kayne Anderson Rudnick Investment Management
California
$162K
OIA
397
Optimum Investment Advisors
Illinois
$159K +$50.5K +559 +47%
BWM
398
Baystate Wealth Management
Massachusetts
$156K
BW
399
Bison Wealth
Georgia
$155K +$18.4K +204 +14%
TFS
400
TrustCore Financial Services
Tennessee
$149K