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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWG
51
Executive Wealth Group
Washington
$10.6M -$156K -1,729 -1%
TC
52
TAP Consulting
Missouri
$10.3M +$10.3M +114,373 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$10.2M +$2.81M +31,050 +38%
TAS
54
TIFF Advisory Services
Pennsylvania
$9.89M +$9.88M +109,349 New
PCH
55
PGIM Custom Harvest
New Jersey
$9.6M +$1.83M +20,212 +23%
CCA
56
Cadent Capital Advisors
Oklahoma
$9.52M +$9.13M +101,027 +2,395%
I
57
INVST
Indiana
$9.32M +$9.48M +104,915 New
CMA
58
Cedar Mountain Advisors
Oregon
$9.01M +$164K +1,810 +2%
NFC
59
Northeast Financial Consultants
Connecticut
$8.95M +$812K +8,989 +10%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$8.72M +$1.05M +11,577 +14%
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$8.56M -$10.8K -120 -0.1%
QA
62
Quantitative Advantage
Minnesota
$8.16M +$97.9K +1,083 +1%
HF
63
HRT Financial
New York
$7.77M +$7.76M +85,872 New
AWM
64
Aprio Wealth Management
Georgia
$7.61M +$7.6M +84,127 New
AAS
65
Avantax Advisory Services
Texas
$7.21M +$1.62M +17,933 +29%
TC
66
Tatro Capital
Kentucky
$6.93M +$19.6K +217 +0.3%
DY
67
Dowling & Yahnke
California
$6.86M -$160K -1,767 -2%
ECM
68
Exchange Capital Management
Michigan
$6.72M +$161K +1,785 +2%
KC
69
Kinloch Capital
Virginia
$6.54M +$1.33M +14,681 +25%
CFP
70
Curran Financial Partners
South Carolina
$6.5M +$964K +10,670 +17%
KWM
71
Keebeck Wealth Management
Illinois
$6.17M
MAM
72
Madison Asset Management
Wisconsin
$6.15M +$1.33M +14,746 +28%
NFG
73
Next Financial Group
Texas
$5.77M +$84.1K +931 +1%
GIA
74
Granite Investment Advisors
New Hampshire
$5.54M +$67.3K +745 +1%
SCM
75
SOL Capital Management
Maryland
$5.46M -$168K -1,854 -3%