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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
451
Financial Counselors Inc
Kansas
$212K +$17.8K +186 +9%
PP
452
PDS Planning
Ohio
$211K +$216K +2,257 New
IGWM
453
ICA Group Wealth Management
Colorado
$211K +$236K +2,459 New
SWM
454
SeaCrest Wealth Management
New York
$210K +$215K +2,246 New
NL
455
NWAM LLC
Washington
$209K -$9.39K -98 -4%
CM
456
Capital Management
Virginia
$209K
EWM
457
Evercore Wealth Management
New York
$209K
AMBIA
458
Allen Mooney & Barnes Investment Advisors
Georgia
$209K +$214K +2,235 New
VAS
459
Vestmark Advisory Solutions
Massachusetts
$208K +$213K +2,224 New
BWM
460
Baystate Wealth Management
Massachusetts
$205K +$192 +2 +0.1%
TCWA
461
Ten Capital Wealth Advisors
Washington
$202K
VCM
462
Viewpoint Capital Management
Washington
$199K
RWM
463
Raffa Wealth Management
District of Columbia
$187K
BCV
464
Banque Cantonale Vaudoise
Switzerland
$187K
ATC
465
Adirondack Trust Company
New York
$187K +$192K +2,000 New
EDRH
466
Edmond de Rothschild Holding
Switzerland
$182K
BWA
467
BDO Wealth Advisors
Florida
$166K -$1.82K -19 -1%
MCC
468
Money Concepts Capital
Florida
$162K +$145K +1,509 +674%
EIP
469
Ellis Investment Partners
Pennsylvania
$161K +$28.1K +293 +20%
GWM
470
Geneos Wealth Management
Colorado
$158K -$94.8K -990 -37%
Kayne Anderson Rudnick Investment Management
471
Kayne Anderson Rudnick Investment Management
California
$156K -$11.3K -118 -7%
BW
472
Bison Wealth
Georgia
$151K -$4.6K -48 -3%
WFA
473
Wellspring Financial Advisors
Ohio
$151K +$155K +1,621 New
WTC
474
WhitTier Trust Company
Nevada
$148K
TFS
475
TrustCore Financial Services
Tennessee
$145K