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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
526
Roble Belko & Company
Pennsylvania
$3K -$12.9K -153 -79%
VWM
527
Venturi Wealth Management
Texas
$2.24K +$2.45K +29 New
JIR
528
James Investment Research
Ohio
$2K -$10.2K -120 -85%
VNA
529
Valley National Advisers
Pennsylvania
$2K – – –
RA
530
Rise Advisors
New York
$1.27K +$85 +1 +0.6%
NC
531
NewSquare Capital
Pennsylvania
$1.09K +$1.18K +14 New
SGC
532
Slocum, Gordon & Co
Rhode Island
$1.03K – – –
FMP
533
Financial Management Professionals
Texas
$1K – – –
PCWA
534
Pacific Capital Wealth Advisors
California
– -$8.45M -102,166 Closed
AA
535
ALPS Advisors
Colorado
– -$7.92M -95,739 Closed
HIIFS
536
Harel Insurance Investments & Financial Services
Israel
– -$7.85M -94,926 Closed
MIM
537
Morningstar Investment Management
Illinois
– -$6.79M -82,031 Closed
P
538
Pariax
California
– -$5.48M -66,270 Closed
Jane Street
539
Jane Street
New York
– -$5.13M -60,596 Closed
CFP
540
Curran Financial Partners
South Carolina
– -$4.95M -59,878 Closed
LGA
541
Lebenthal Global Advisors
New York
– -$2.64M -31,875 Closed
AI
542
Atria Investments
North Carolina
– -$2.22M -26,879 Closed
CWMU
543
Caliber Wealth Management (Utah)
Utah
– -$1.73M -20,902 Closed
TFA
544
Tranquilli Financial Advisor
New Jersey
– -$1.47M -17,711 Closed
WI
545
Wintrust Investments
Illinois
– -$1.43M -17,297 Closed
HHRDM
546
H&H Retirement Design & Management
Nevada
– -$1.51M -17,265 Closed
WM
547
Whitford Management
New York
– -$1.38M -16,715 Closed
KC
548
Kinloch Capital
Virginia
– -$1.31M -15,790 Closed
WDC
549
Woodward Diversified Capital
California
– -$1.16M -14,014 Closed
QIM
550
Quantitative Investment Management
Virginia
– -$1.04M -12,625 Closed