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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Atticus Wealth Management
Florida
$47K -$11.3K -123 -19%
MAM
452
Meeder Asset Management
Ohio
$47K
SSB
453
Sandy Spring Bank
Maryland
$44K -$4.61K -50 -9%
EWM
454
Edge Wealth Management
New York
$43K
CIR
455
Clear Investment Research
Georgia
$42K
First Manhattan
456
First Manhattan
New York
$42K +$14.8K +160 +53%
BMD
457
Better Money Decisions
New Mexico
$39K +$39.2K +425 New
PGAM
458
Princeton Global Asset Management
New Jersey
$37K
CPFP
459
Clear Perspectives Financial Planning
Ohio
$37K +$36.9K +400 New
MA
460
Montag & Associates
Georgia
$36K +$36.3K +393 New
BIA
461
Bell Investment Advisors
California
$35K +$34.5K +374 New
RBC
462
Roble Belko & Company
Pennsylvania
$34K
LWA
463
Lenox Wealth Advisors
New York
$34K +$6.18K +67 +22%
GAM
464
Gemmer Asset Management
California
$34K +$18.4K +200 +120%
SBL
465
Sargent Bickham Lagudis
Colorado
$33K -$553 -6 -2%
CFO
466
CVA Family Office
Colorado
$33K
CWP
467
Concord Wealth Partners
Virginia
$28K -$9.87K -107 -26%
BWP
468
Baldwin Wealth Partners
Massachusetts
$25K
EI
469
Ellevest Inc
New York
$25K
JIR
470
James Investment Research
Ohio
$25K +$21.8K +236 +621%
GM
471
GeoWealth Management
Illinois
$25K +$24.9K +270 New
RFWA
472
RPg Family Wealth Advisory
Massachusetts
$24.7K
NFSG
473
Newbridge Financial Services Group
Florida
$24K -$415K -4,500 -94%
CIAS
474
Capital Investment Advisory Services
North Carolina
$23K
PCG
475
Private Capital Group
Connecticut
$23K