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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
101
Bartlett & Co Wealth Management
Ohio
$5.13M +$591 +5 +0%
AI
102
Atria Investments
North Carolina
$5.02M +$197K +1,662 +4%
JIC
103
Johnson Investment Counsel
Ohio
$4.84M +$141K +1,193 +3%
IWC
104
Integrated Wealth Concepts
Massachusetts
$4.8M +$121K +1,022 +3%
FRA
105
Frank Rimerman Advisors
California
$4.78M +$360K +3,042 +8%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$4.77M +$524K +4,432 +12%
LWP
107
LMG Wealth Partners
Louisiana
$4.76M +$91.6K +775 +2%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$4.68M -$1.32M -11,197 -22%
MM
109
Main Management
California
$4.65M
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$4.56M +$443K +3,750 +11%
IWM
111
IHT Wealth Management
Illinois
$4.54M +$1.39M +11,784 +44%
NAMP
112
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.38M +$14.8K +125 +0.3%
BPAMU
113
BTG Pactual Asset Management US
New York
$4.21M -$377K -3,191 -7%
CWG
114
Crown Wealth Group
North Carolina
$4.2M +$4.2M +35,557 New
MGIA
115
Matthew Goff Investment Advisor
Texas
$4.19M +$395K +3,337 +10%
WEG
116
World Equity Group
Illinois
$4.12M +$4.13M +34,882 New
MIS
117
Morningstar Investment Services
Illinois
$4.07M -$24.8M -209,350 -86%
A
118
Argentarii
Ohio
$4.04M +$4.04M +34,197 New
NYLIM
119
New York Life Investment Management
New York
$4.01M +$638K +5,398 +19%
NFTC
120
North Forty Two & Co
Oregon
$3.91M +$3.91M +33,097 New
AIM
121
Anchor Investment Management
South Carolina
$3.9M -$106K -893 -3%
MCM
122
MAI Capital Management
Ohio
$3.8M +$2.77M +23,462 +269%
PNC
123
Park National Corp
Ohio
$3.76M -$177K -1,497 -4%
RFM
124
Royal Fund Management
Florida
$3.67M +$234K +1,982 +7%
CIA
125
Concurrent Investment Advisors
Florida
$3.65M -$196K -1,656 -5%