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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
776
Channel Wealth
California
– -$252K -1,890 Closed
DS
777
DRW Securities
Illinois
– -$236K -1,771 Closed
PI
778
PFG Investments
New York
– -$236K -1,770 Closed
VWM
779
Venturi Wealth Management
Texas
– -$228K -1,706 Closed
ORG
780
Optimist Retirement Group
Washington
– -$220K -1,652 Closed
WA
781
Wealth Architects
California
– -$217K -1,625 Closed
RWM
782
Ritholtz Wealth Management
New York
– -$216K -1,620 Closed
HCM
783
Howard Capital Management
Georgia
– -$215K -1,608 Closed
TF
784
TME Financial
California
– -$214K -1,604 Closed
CWA
785
Crusonia Wealth Advisors
Colorado
– -$212K -1,590 Closed
GFPC
786
Global Financial Private Client
Florida
– -$212K -1,585 Closed
PIA
787
Perennial Investment Advisors
California
– -$210K -1,576 Closed
PA
788
Procyon Advisors
Connecticut
– -$209K -1,567 Closed
TW
789
Tempo Wealth
Ohio
– -$209K -1,567 Closed
RIS
790
Richmond Investment Services
Wisconsin
– -$209K -1,566 Closed
FB
791
Fulton Bank
Pennsylvania
– -$206K -1,544 Closed
NL
792
NWAM LLC
Washington
– -$202K -1,542 Closed
WB
793
West Bancorporation
Iowa
– -$204K -1,530 Closed
BAAM
794
Baker Avenue Asset Management
California
– -$201K -1,503 Closed
MAS
795
MPWM Advisory Solutions
Georgia
– -$152K -1,140 Closed
SAG
796
SageView Advisory Group
California
– -$105K -790 Closed
OC
797
Optima Capital
Oregon
– -$88.9K -666 Closed
CIA
798
Cape Investment Advisory
Georgia
– -$55.3K -414 Closed
BIA
799
Bell Investment Advisors
California
– -$54.7K -410 Closed
JWM
800
Jessup Wealth Management
Ohio
– -$26.8K -201 Closed