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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
526
West Branch Capital
Massachusetts
$3.66K – – –
OP
527
ORG Partners
Indiana
$3.03K +$2.9K +37 New
BTI
528
Blue Trust Inc
Georgia
$3K -$26.1K -332 -89%
VNA
529
Valley National Advisers
Pennsylvania
$3K – – –
OIA
530
Optimum Investment Advisors
Illinois
$2.44K -$14.5K -185 -86%
VWM
531
Venturi Wealth Management
Texas
$2.33K – – –
SF
532
Safeguard Financial
Wisconsin
$2K +$2.35K +30 New
SWM
533
Sanctuary Wealth Management
Idaho
$975 +$942 +12 New
NRG
534
Nemes Rush Group
Michigan
$732 +$706 +9 New
SWM
535
Stapp Wealth Management
Washington
– -$24.1M -30,913 Closed
PWMG
536
Pinnacle Wealth Management Group
Michigan
– -$1.4M -17,922 Closed
BS
537
Banco Santander
Spain
– -$1.26M -16,175 Closed
BCM
538
Basso Capital Management
Connecticut
– -$1.11M -14,300 Closed
Kovitz Investment Group Partners
539
Kovitz Investment Group Partners
Illinois
– -$1.02M -13,067 Closed
Cerity Partners
540
Cerity Partners
New York
– -$3.63M -11,587 Closed
IFWM
541
Institute for Wealth Management
Colorado
– -$817K -10,493 Closed
NWM
542
NEIRG Wealth Management
Massachusetts
– -$717K -9,200 Closed
CCWM
543
Cassaday & Co Wealth Management
Virginia
– -$639K -8,204 Closed
CPCM
544
Cardinal Point Capital Management
Ontario, Canada
– -$556K -7,140 Closed
WWC
545
Waypoint Wealth Counsel
Georgia
– -$553K -7,096 Closed
WPW
546
Waldron Private Wealth
Pennsylvania
– -$529K -6,788 Closed
SL
547
Stevard LLC
Illinois
– -$528K -6,781 Closed
CFA
548
Compass Financial Advisors
Indiana
– -$374K -4,802 Closed
MOS
549
MGO One Seven
Ohio
– -$367K -4,713 Closed
T
550
TCWP
Ohio
– -$359K -4,614 Closed