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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Keebeck Wealth Management
Illinois
$4.4M -$111K -1,626 -2%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$4.34M -$178K -2,618 -3%
PFA
53
Paradigm Financial Advisors
Missouri
$4.32M +$5.06M +74,314 +691%
AWM
54
AE Wealth Management
Kansas
$4.27M +$5.24M +76,950 +1,062%
MFG
55
Magnus Financial Group
New York
$4.11M +$431K +6,332 +8%
SS
56
Simplicity Solutions
Minnesota
$3.92M +$5.26M +77,213 New
SIC
57
Starr International Company
Switzerland
$3.75M
CA
58
Calton & Associates
Florida
$3.73M -$17.8K -261 -0.4%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$3.66M -$628K -9,214 -11%
NFG
60
Next Financial Group
Texas
$3.63M +$460K +6,758 +10%
TC
61
Tatro Capital
Kentucky
$3.61M -$1.65M -24,278 -25%
ECM
62
Exchange Capital Management
Michigan
$3.59M +$1.75M +25,679 +57%
AFS
63
Axiom Financial Strategies
Indiana
$3.44M +$4.62M +67,833 New
SCM
64
SOL Capital Management
Maryland
$3.33M -$241K -3,540 -5%
IAIM
65
International Assets Investment Management
Florida
$3.09M +$1.3M +19,046 New
GIA
66
Granite Investment Advisors
New Hampshire
$2.91M +$164K +2,411 +4%
KTA
67
Keeley-Teton Advisors
Illinois
$2.85M -$860K -12,632 -18%
ST
68
Sabal Trust
Florida
$2.67M +$5.45K +80 +0.2%
FFC
69
First Financial Corp
Indiana
$2.65M -$144K -2,114 -4%
TAIM
70
TD Ameritrade Investment Management
Nebraska
$2.34M -$2.15M -31,509 -41%
GT
71
Glenmede Trust
Pennsylvania
$2.32M
ZIG
72
Zurich Insurance Group
Switzerland
$2.31M +$3M +44,115 New
ACS
73
Archford Capital Strategies
Illinois
$2.27M +$192K +2,814 +7%
ACA
74
Atlas Capital Advisors
Wyoming
$2.19M +$1.39M +20,395 +89%
BF
75
BOK Financial
Oklahoma
$2.19M -$145K -2,127 -5%