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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
426
Avion Wealth
Texas
$5K – – –
BSSFA
427
Baron Silver Stevens Financial Advisors
Florida
$5K +$4.62K +70 New
MAM
428
McCarthy Asset Management
California
$4K +$3.37K +51 New
AWM
429
Accel Wealth Management
Iowa
$4K +$3.9K +59 New
1IA
430
1834 Investment Advisors
Wisconsin
$3K – – –
MF
431
Manchester Financial
California
$3K +$66 +1 +2%
FPW
432
Flagship Private Wealth
Massachusetts
$2.7K +$2.51K +38 New
HS
433
Horan Securities
United States
$2K – – –
JIR
434
James Investment Research
Ohio
$2K +$264 +4 +14%
Simon Quick Advisors
435
Simon Quick Advisors
New Jersey
$2K +$1.78K +27 New
Capital Analysts LLC
436
Capital Analysts LLC
Pennsylvania
$1K – – –
RCA
437
Ranch Capital Advisors
Florida
$1K – – –
VCM
438
Versant Capital Management
Arizona
$1K – – –
O'Shaughnessy Asset Management
439
O'Shaughnessy Asset Management
Connecticut
$1K +$1.32K +20 New
WIM
440
Westside Investment Management
California
$514 +$112K +1,700 +32%
USS Investment Management
441
USS Investment Management
United Kingdom
– -$36M -615,000 Closed
HighTower Advisors
442
HighTower Advisors
Illinois
– -$8.05M -137,486 Closed
Cambridge Associates
443
Cambridge Associates
Massachusetts
– -$2.48M -42,448 Closed
IAIM
444
International Assets Investment Management
Florida
– -$4.22M -17,279 Closed
QIM
445
Quantitative Investment Management
Virginia
– -$969K -16,570 Closed
WI
446
Wintrust Investments
Illinois
– -$950K -16,237 Closed
AHC
447
Anderson Hoagland & Co
Missouri
– -$891K -15,570 Closed
IFWM
448
Institute for Wealth Management
Colorado
– -$555K -9,479 Closed
BAM
449
Blueshift Asset Management
New Jersey
– -$441K -7,541 Closed
Kestra Private Wealth Services
450
Kestra Private Wealth Services
Texas
– -$218K -3,731 Closed