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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
Johnson Investment Counsel
Ohio
$6.48M +$221K +1,734 +4%
PWM
77
Penobscot Wealth Management
Maine
$6.35M +$130K +1,018 +2%
CFP
78
Curran Financial Partners
South Carolina
$6.34M +$6.15M +48,196 New
TF
79
Theory Financial
Colorado
$6.16M -$143K -1,119 -2%
AC
80
AlphaCore Capital
California
$6.16M -$323K -2,532 -5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$6.13M -$242K -1,894 -4%
EH
82
Equitable Holdings
New York
$6.08M -$585K -4,584 -9%
MFG
83
Merit Financial Group
Georgia
$6.06M -$10.8K -85 -0.2%
WSFG
84
Wall Street Financial Group
Illinois
$5.92M +$170K +1,330 +3%
HI
85
Harper Investing
California
$5.88M +$638K +4,998 +13%
LWP
86
LMG Wealth Partners
Louisiana
$5.74M +$355K +2,783 +7%
CFP
87
Cascade Financial Partners
California
$5.57M +$560K +4,388 +12%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$5.57M
FRA
89
Frank Rimerman Advisors
California
$5.47M -$746K -5,847 -12%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$5.4M -$28.1K -220 -0.5%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$5.31M +$231K +1,808 +5%
SCI
92
Silver Coast Investments
United States
$5.21M +$105K +824 +2%
FIA
93
Foundations Investment Advisors
Arizona
$5.16M +$256K +2,010 +5%
NAMP
94
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.06M +$12.1K +95 +0.3%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$5.05M -$7.04M -55,152 -59%
MCM
96
MAI Capital Management
Ohio
$4.98M +$843K +6,607 +21%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$4.82M -$82.2K -644 -1%
QWM
98
Quaker Wealth Management
New Jersey
$4.81M +$135K +1,057 +3%
WA
99
Waverly Advisors
Alabama
$4.53M +$612K +4,795 +16%
CIA
100
Concurrent Investment Advisors
Florida
$4.48M -$84.2K -660 -2%