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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
101
Visionary Wealth Advisors
Illinois
$2.81M +$153K +1,877 +5%
5L
102
55I LLC
Massachusetts
$2.81M -$1.22M -14,944 -28%
MECA
103
Miller Equity Capital Advisors
Texas
$2.78M +$985K +12,115 +48%
MGIA
104
Matthew Goff Investment Advisor
Texas
$2.75M -$14.8K -182 -0.5%
FFC
105
First Financial Corp
Indiana
$2.7M +$158K +1,938 +6%
PWM
106
Penobscot Wealth Management
Maine
$2.58M +$274K +3,367 +11%
BF
107
BOK Financial
Oklahoma
$2.55M -$315K -3,879 -10%
CSB
108
City State Bank
Iowa
$2.52M +$61.3K +754 +2%
Northern Trust
109
Northern Trust
Illinois
$2.46M -$488 -6 -0%
LWM
110
Laidlaw Wealth Management
New York
$2.41M +$1.44M +17,648 +120%
V
111
Veritable
Delaware
$2.38M -$244 -3 -0%
CWMU
112
Caliber Wealth Management (Utah)
Utah
$2.36M +$164K +2,011 +7%
KPW
113
Kore Private Wealth
New York
$2.35M +$480K +5,904 +23%
TAIM
114
TD Ameritrade Investment Management
Nebraska
$2.33M -$473K -5,812 -16%
EH
115
Equitable Holdings
New York
$2.3M -$34.1K -419 -1%
KAS
116
Kestra Advisory Services
Texas
$2.29M -$90.7K -1,115 -3%
LGA
117
Lebenthal Global Advisors
New York
$2.24M -$174K -2,136 -7%
GT
118
Glenmede Trust
Pennsylvania
$2.21M
KTC
119
Kistler-Tiffany Companies
Pennsylvania
$2.16M -$4.47K -55 -0.2%
GIA
120
Gladstone Institutional Advisory
Florida
$2.13M -$35.9K -442 -2%
PWP
121
Principle Wealth Partners
Connecticut
$2.13M
BS
122
Banco Santander
Spain
$2.11M -$2.71M -33,266 -54%
HI
123
Harper Investing
California
$2.11M +$168K +2,071 +8%
IWC
124
Integrated Wealth Concepts
Massachusetts
$2.06M +$180K +2,209 +9%
WWM
125
Western Wealth Management
Colorado
$2.06M -$63.3K -778 -3%