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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
426
Hollencrest Capital Management
California
$188K +$188K +2,273 New
CG
427
Cutler Group
California
$178K -$149K -1,800 -45%
IGWM
428
ICA Group Wealth Management
Colorado
$173K +$172K +2,082 New
BCV
429
Banque Cantonale Vaudoise
Switzerland
$166K
RWM
430
Raffa Wealth Management
District of Columbia
$166K
FHA
431
First Horizon Advisors
Tennessee
$165K +$52.1K +630 +46%
TCWA
432
Ten Capital Wealth Advisors
Washington
$163K +$83 +1 +0.1%
EDRH
433
Edmond de Rothschild Holding
Switzerland
$161K
CAM
434
Cresset Asset Management
Illinois
$159K -$157K -1,901 -13%
HB
435
Horizon Bancorp
Indiana
$150K +$150K +1,818 New
BWM
436
Baystate Wealth Management
Massachusetts
$147K +$83 +1 +0.1%
MIA
437
Milestone Investment Advisors
Wisconsin
$146K +$146K +1,767 New
Kayne Anderson Rudnick Investment Management
438
Kayne Anderson Rudnick Investment Management
California
$139K
WTC
439
WhitTier Trust Company
Nevada
$131K
JWA
440
JFS Wealth Advisors
Pennsylvania
$123K
MCC
441
Money Concepts Capital
Florida
$123K +$90.9K +1,100 +282%
BA
442
Ballast Advisors
Minnesota
$119K
AF
443
Allworth Financial
California
$117K
BAAM
444
Baker Avenue Asset Management
California
$116K +$116K +1,401 New
TFS
445
TrustCore Financial Services
Tennessee
$115K
AIM
446
Acropolis Investment Management
Missouri
$113K
GWMI
447
Guardian Wealth Management (Illinois)
Illinois
$113K +$71K +859 +169%
Jones Financial Companies
448
Jones Financial Companies
Missouri
$113K
PIM
449
Progressive Investment Management
Oregon
$108K +$107K +1,300 New
CA
450
CoreCap Advisors
Michigan
$107K +$107K +1,294 New