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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
426
Consolidated Portfolio Review Corp
New York
$247K -$820K -8,549 -78%
JPLA
427
Joseph P. Lucia & Associates
New York
$246K +$1.05K +11 +0.5%
AIM
428
Acropolis Investment Management
Missouri
$243K
CS
429
Capital Square
Tennessee
$242K +$227K +2,366 New
PCMC
430
Private Capital Management (Colorado)
Colorado
$242K
CW
431
Channel Wealth
California
$241K +$226K +2,351 New
CFP
432
Cypress Financial Planning
New Jersey
$240K -$16.5K -172 -7%
USCWA
433
U.S. Capital Wealth Advisors
Texas
$240K +$384 +4 +0.2%
CAG
434
Csenge Advisory Group
Florida
$239K +$224K +2,330 New
CIC
435
Carnegie Investment Counsel
Ohio
$235K -$7K -73 -3%
FNT
436
First National Trust
Pennsylvania
$233K +$218K +2,272 New
EWA
437
Exencial Wealth Advisors
Oklahoma
$233K +$96 +1 +0%
Betterment LLC
438
Betterment LLC
New York
$232K +$218K +2,268 New
CM
439
Capital Management
Virginia
$229K
BCM
440
Boltwood Capital Management
California
$227K -$4.8K -50 -2%
BSW
441
Buckingham Strategic Wealth
Missouri
$227K +$213K +2,218 New
SPIS
442
Steward Partners Investment Solutions
Oregon
$226K +$212K +2,209 New
FA
443
Fountainhead AM
New Jersey
$224K +$210K +2,187 New
CA
444
Crewe Advisors
Utah
$222K +$208K +2,165 +43,300%
HSA
445
HBK Sorce Advisory
Pennsylvania
$219K +$205K +2,137 New
WBCM
446
Wilson & Boucher Capital Management
California
$218K +$204K +2,125 New
VFA
447
Valeo Financial Advisors
Indiana
$216K +$208K +2,170 New
HCM
448
Hollencrest Capital Management
California
$216K +$576 +6 +0.3%
MG
449
Mather Group
Illinois
$216K -$2.4K -25 -1%
Fisher Asset Management
450
Fisher Asset Management
Washington
$216K -$50.8K -529 -20%