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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$240K +$27.7K +584 +13%
CA
102
Capital Advantage
California
$236K
11A
103
10-15 Associates
New York
$222K -$25.8K -544 -10%
SWP
104
Stratos Wealth Partners
Ohio
$208K -$669K -14,097 -76%
FCI
105
Financial Counselors Inc
Kansas
$203K +$204K +4,288 New
OWD
106
Osborn Williams & Donohoe
Ohio
$203K +$204K +4,290 New
NSIM
107
North Star Investment Management
Illinois
$196K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$152K +$19.5K +410 +15%
LWM
109
LBA Wealth Management
Florida
$146K -$26.1K -550 -15%
US Bancorp
110
US Bancorp
Minnesota
$128K +$21.4K +451 +20%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$122K -$154K -3,246 -56%
WT
112
Whittier Trust
California
$110K
HNB
113
Huntington National Bank
Ohio
$92K
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83K -$1.46M -30,669 -95%
SSB
115
Sandy Spring Bank
Maryland
$77K -$61.7K -1,300 -45%
RFA
116
Reilly Financial Advisors
California
$68K +$68.1K +1,434 New
CG
117
Cutler Group
California
$67K +$67.8K +1,428 New
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$64K +$64.4K +1,357 New
WA
119
WFG Advisors
Texas
$63K +$40.6K +855 +176%
HIIFS
120
Harel Insurance Investments & Financial Services
Israel
$57K +$57K +1,200 New
M
121
MOTCO
Texas
$57K +$57.1K +1,204 New
JP Morgan Chase
122
JP Morgan Chase
New York
$51K -$9.49K -200 -16%
CFA
123
CT Financial Advisors
Pennsylvania
$49.3K +$285 +6 +0.6%
PMFA
124
Plante Moran Financial Advisors
Michigan
$36K
AWM
125
AllSquare Wealth Management
New York
$34K