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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$57K +$57.9K +594 New
PK
502
Pflug Koory
Nebraska
$56K
VCM
503
Vigilant Capital Management
Maine
$56K +$56K +575 New
BFEC
504
Benjamin F. Edwards & Company
Missouri
$54K -$52K -534 -49%
CFO
505
CVA Family Office
Colorado
$54K
SIS
506
Sound Income Strategies
Florida
$50K
AWM
507
Atticus Wealth Management
Florida
$50K +$585 +6 +1%
MAM
508
Meeder Asset Management
Ohio
$49K
AWM
509
Activest Wealth Management
Florida
$49K +$49.7K +510 New
OA
510
Operose Advisors
Wisconsin
$47K +$47.7K +490 New
Optiver Holding
511
Optiver Holding
Netherlands
$47K +$47.8K +491 New
SSB
512
Sandy Spring Bank
Maryland
$46K
EWM
513
Edge Wealth Management
New York
$45K
CIR
514
Clear Investment Research
Georgia
$45K +$585 +6 +1%
First Manhattan
515
First Manhattan
New York
$44K
AF
516
Advisornet Financial
Minnesota
$41K -$39.9K -410 -49%
MCA
517
Maryland Capital Advisors
Maryland
$41K +$41.3K +424 New
CPFP
518
Clear Perspectives Financial Planning
Ohio
$39K
PGAM
519
Princeton Global Asset Management
New Jersey
$39K
SBL
520
Sargent Bickham Lagudis
Colorado
$39K +$4.87K +50 +14%
MA
521
Montag & Associates
Georgia
$38K
CWS
522
Confluence Wealth Services
Pennsylvania
$38K +$38.4K +394 New
LWA
523
Lenox Wealth Advisors
New York
$36K
RBC
524
Roble Belko & Company
Pennsylvania
$36K
BIA
525
Bell Investment Advisors
California
$36K +$390 +4 +1%