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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
526
Maryland Capital Advisors
Maryland
$40K
CPFP
527
Clear Perspectives Financial Planning
Ohio
$37K
PGAM
528
Princeton Global Asset Management
New Jersey
$37K
SBL
529
Sargent Bickham Lagudis
Colorado
$37K
GIA
530
GHP Investment Advisors
Colorado
$37K +$38.4K +401 New
OIA
531
Optimum Investment Advisors
Illinois
$35K -$151K -1,574 -81%
GAM
532
Gemmer Asset Management
California
$34K
UCB
533
United Community Bank
South Carolina
$33.2K
EPM
534
Elm Partners Management
Pennsylvania
$33K +$33.5K +350 New
AssetMark Inc
535
AssetMark Inc
California
$31K +$21.6K +226 +217%
CWP
536
Concord Wealth Partners
Virginia
$29K
CIAS
537
Capital Investment Advisory Services
North Carolina
$29K +$5.94K +62 +25%
CTC
538
Central Trust Company
Missouri
$28K +$13.3K +139 +87%
EWA
539
EverSource Wealth Advisors
Alabama
$27K -$4.88K -51 -15%
CCA
540
Column Capital Advisors
Indiana
$27K +$12.7K +133 +83%
EI
541
Ellevest Inc
New York
$26K
JIR
542
James Investment Research
Ohio
$26K
BA
543
Bivin & Associates
Oklahoma
$25K
NFSG
544
Newbridge Financial Services Group
Florida
$25K +$96 +1 +0.4%
HWMA
545
Heritage Wealth Management (Arizona)
Arizona
$25K +$25.5K +266 New
RFWA
546
RPg Family Wealth Advisory
Massachusetts
$24.7K
HF
547
Halpern Financial
Virginia
$24.2K +$9.67K +101 +64%
PCG
548
Private Capital Group
Connecticut
$23K
RBC
549
Roble Belko & Company
Pennsylvania
$22K -$12.4K -129 -35%
PA
550
PSI Advisors
Florida
$22K