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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
526
Parr McKnight Wealth Management Group
Minnesota
$211K -$3.17K -26 -1%
R.M. Davis Inc
527
R.M. Davis Inc
Maine
$209K – – –
NFG
528
Nations Financial Group
Iowa
$205K – – –
WhitTier Trust Company
529
WhitTier Trust Company
Nevada
$203K +$13.9K +114 +7%
ATC
530
Advantage Trust Company
Kansas
$202K – – –
Level Four Advisory Services
531
Level Four Advisory Services
Texas
$202K +$206K +1,687 New
VWM
532
Vermillion Wealth Management
Minnesota
$193K +$37.8K +310 +24%
AP
533
Advisors Preferred
Maryland
$192K -$54.2M -444,901 -100%
RWM
534
Raffa Wealth Management
District of Columbia
$186K – – –
JHCP
535
Jackson Hole Capital Partners
Oklahoma
$183K – – –
GFPC
536
Global Financial Private Client
Florida
$179K – – –
Mather Group
537
Mather Group
Illinois
$178K – – –
PTC
538
Private Trust Company
Ohio
$173K – – –
Spire Wealth Management
539
Spire Wealth Management
Virginia
$171K -$108K -889 -38%
First Horizon Advisors
540
First Horizon Advisors
Tennessee
$167K +$5.73K +47 +3%
Whittier Trust
541
Whittier Trust
California
$165K – – –
BBPWM
542
Blue Bell Private Wealth Management
Pennsylvania
$160K +$131K +1,077 +405%
AlphaCore Capital
543
AlphaCore Capital
California
$160K +$163K +1,341 New
PIM
544
Progressive Investment Management
Oregon
$155K – – –
CoreCap Advisors
545
CoreCap Advisors
Michigan
$152K – – –
CIA
546
Cape Investment Advisory
Georgia
$148K -$4.02K -33 -3%
IBOK
547
Independence Bank of Kentucky
Kentucky
$148K -$7.8K -64 -5%
PSFG
548
Park Square Financial Group
Georgia
$146K – – –
VCM
549
Viewpoint Capital Management
Washington
$145K – – –
RAM
550
Ramirez Asset Management
New York
$145K – – –