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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
426
Private Capital Management (Colorado)
Colorado
$236K
JJBC
427
James J. Burns & Company
New York
$235K +$235K +2,349 New
CW
428
Channel Wealth
California
$235K
KeyBank National Association
429
KeyBank National Association
Ohio
$233K +$232K +2,328 New
FNT
430
First National Trust
Pennsylvania
$227K
CB
431
Chris Bulman
California
$225K +$225K +2,254 New
CM
432
Capital Management
Virginia
$223K
CFS
433
Coordinated Financial Services
Colorado
$218K -$28.9K -289 -12%
CFP
434
Cypress Financial Planning
New Jersey
$214K -$20K -200 -9%
HSA
435
HBK Sorce Advisory
Pennsylvania
$213K
ZF
436
Zhang Financial
Michigan
$211K +$211K +2,114 New
HCM
437
Hollencrest Capital Management
California
$211K
PAG
438
Private Advisory Group
Washington
$210K
MC
439
Moors & Cabot
Massachusetts
$210K +$210K +2,105 New
AMBIA
440
Allen Mooney & Barnes Investment Advisors
Georgia
$210K -$100 -1 -0%
AF
441
Apollon Financial
South Carolina
$209K
SC
442
Savant Capital
Illinois
$209K +$8.39K +84 +4%
OBWG
443
Onyx Bridge Wealth Group
New York
$207K
VFG
444
Valley Financial Group
Pennsylvania
$206K -$3.79K -38 -2%
PI
445
PFG Investments
New York
$204K -$256K -2,569 -56%
DWP
446
Daymark Wealth Partners
Ohio
$203K +$203K +2,030 New
WBCM
447
Wilson & Boucher Capital Management
California
$202K -$9.98K -100 -5%
LA
448
Legacy Advisors
Pennsylvania
$201K +$200K +2,005 New
PCS
449
Private Client Services
Kentucky
$200K +$200K +2,007 New
SAM
450
Summit Asset Management
Tennessee
$200K