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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
101
Baker Ellis Asset Management
Washington
$2.15M +$142K +2,100 +7%
OCM
102
Osbon Capital Management
Massachusetts
$2.13M +$2.1M +30,919 New
WP
103
WealthSource Partners
California
$2.13M +$2.09M +30,826 New
AFNAS
104
American Financial Network Advisory Services
California
$2.08M -$202K -2,970 -9%
GAM
105
Garrison Asset Management
Arkansas
$2.08M -$61.9K -913 -3%
RMAM
106
Raab & Moskowitz Asset Management
New Jersey
$2.02M -$10K -148 -0.5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$1.93M -$2.93M -43,234 -61%
AWM
108
Aevitas Wealth Management
Massachusetts
$1.81M -$1.61M -23,759 -48%
AIM
109
Anchor Investment Management
South Carolina
$1.78M +$48.4K +714 +3%
SWA
110
Stratos Wealth Advisors
Ohio
$1.69M +$6.72K +99 +0.4%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.69M +$26.2K +386 +2%
NWS
112
Newport Wealth Strategies
California
$1.58M +$222K +3,270 +17%
GI
113
GAMCO Investors
Connecticut
$1.58M -$441K -6,500 -22%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$1.57M +$1.03M +15,212 +200%
William Blair & Company
115
William Blair & Company
Illinois
$1.55M +$229K +3,370 +18%
AAM
116
Ascension Asset Management
New York
$1.54M -$13.6K -200 -0.9%
AI
117
Atria Investments
North Carolina
$1.5M +$493K +7,263 +47%
MCWS
118
McKinley Carter Wealth Services
West Virginia
$1.47M -$19.7K -290 -1%
PAG
119
Pinnacle Advisory Group
Maryland
$1.41M -$396K -5,843 -22%
SPIA
120
Steward Partners Investment Advisory
New York
$1.39M +$358K +5,283 +36%
IFWM
121
Institute for Wealth Management
Colorado
$1.34M +$236K +3,485 +22%
CCM
122
Condor Capital Management
New Jersey
$1.29M -$5.02K -74 -0.4%
PWAC
123
Private Wealth Advisors (California)
California
$1.28M
IAM
124
Iridian Asset Management
Connecticut
$1.28M +$70.9K +1,045 +6%
SIAS
125
Shine Investment Advisory Services
Colorado
$1.2M -$15.3K -225 -1%