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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Caprock Group
Idaho
-$370K -5,332 Closed
IWP
402
Icon Wealth Partners
Texas
-$315K -4,542 Closed
LIM
403
Leavell Investment Management
Alabama
-$304K -4,385 Closed
AWA
404
Arete Wealth Advisors
Illinois
-$276K -3,983 Closed
EVM
405
Eaton Vance Management
Massachusetts
-$261K -3,765 Closed
Franklin Resources
406
Franklin Resources
California
-$250K -3,608 Closed
CAM
407
Cypress Asset Management
Texas
-$250K -3,600 Closed
KeyBank National Association
408
KeyBank National Association
Ohio
-$242K -3,483 Closed
MWM
409
Mission Wealth Management
California
-$234K -3,374 Closed
CT
410
Cambridge Trust
Massachusetts
-$225K -3,250 Closed
FCFC
411
First Commonwealth Financial Corp
Pennsylvania
-$222K -3,200 Closed
CM
412
Capital Management
Virginia
-$218K -3,149 Closed
BBA
413
BLB&B Advisors
Pennsylvania
-$214K -3,086 Closed
MCTIC
414
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
-$209K -3,010 Closed
TF
415
Tompkins Financial
New York
-$208K -3,000 Closed
Betterment LLC
416
Betterment LLC
New York
-$206K -2,967 Closed
HH
417
Hilltop Holdings
Texas
-$201K -2,900 Closed
RIA
418
Regal Investment Advisors
Michigan
-$200K -2,877 Closed
NEPWA
419
New England Private Wealth Advisors
Massachusetts
-$200K -2,875 Closed
PWAG
420
Polaris Wealth Advisory Group
California
-$95K -1,363 Closed
ML
421
McAdam LLC
Pennsylvania
-$83K -1,199 Closed
CPIG
422
Chicago Partners Investment Group
Illinois
-$74K -1,167 Closed
AA
423
Ancora Advisors
Ohio
-$74K -1,063 Closed
SBL
424
Sargent Bickham Lagudis
Colorado
-$70K -1,004 Closed
IP
425
Intellectus Partners
California
-$56K -806 Closed