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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Congress Wealth Management
Massachusetts
$4.47M +$354K +4,187 +8%
SFS
77
Sowell Financial Services
Arkansas
$4.41M +$1.9M +22,505 New
SCM
78
SOL Capital Management
Maryland
$4.41M +$67.6K +800 +1%
KTA
79
Keeley-Teton Advisors
Illinois
$4.38M +$15.5K +184 +0.3%
AWM
80
Aprio Wealth Management
Georgia
$4.36M +$54K +639 +1%
OAM
81
Oppenheimer Asset Management
New York
$4.16M +$3.12K +37 +0.1%
CI
82
Cavalier Investments
Georgia
$4.15M +$70.4K +834 +2%
5L
83
55I LLC
Massachusetts
$4.06M +$843K +9,987 +23%
ST
84
Sabal Trust
Florida
$4.05M +$66K +782 +2%
LCM
85
LCM Capital Management
Illinois
$3.97M -$37K -438 -0.8%
CC
86
Callan Capital
California
$3.83M -$563K -6,666 -12%
AWS
87
Atria Wealth Solutions
New York
$3.73M -$3.77M -44,656 -48%
JIC
88
Johnson Investment Counsel
Ohio
$3.73M -$176K -2,087 -4%
ACA
89
Atlas Capital Advisors
Wyoming
$3.64M -$2.08M -24,678 -34%
WAM
90
WFA Asset Management
Wisconsin
$3.51M +$754K +8,927 +24%
ZIG
91
Zurich Insurance Group
Switzerland
$3.4M
Baird Financial Group
92
Baird Financial Group
Wisconsin
$3.34M -$67.5K -799 -2%
SPIA
93
Steward Partners Investment Advisory
New York
$3.26M -$266K -3,152 -7%
APA
94
American Portfolios Advisors
New York
$3.24M -$346K -4,098 -9%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$3.21M -$5.61M -66,494 -62%
BC
96
Bartlett & Co
Ohio
$3.21M +$24.6K +291 +0.7%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$3.21M +$24.6K +291 +0.7%
QWM
98
Quaker Wealth Management
New Jersey
$3.21M -$157K -1,855 -4%
BCA
99
Bray Capital Advisors
Florida
$3.18M
NAMP
100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.05M -$78.1K -925 -2%