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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
126
QCI Asset Management
New York
$33K +$23.5K +495 +248%
BCI
127
Brinker Capital Investments
Pennsylvania
$31K – – –
NFG
128
Next Financial Group
Texas
$30K -$2.37K -50 -7%
DADC
129
D.A. Davidson & Co
Montana
$23K – – –
EWM
130
Edge Wealth Management
New York
$22K – – –
VCM
131
Vigilant Capital Management
Maine
$19K +$19K +400 New
JIC
132
Joel Isaacson & Co
New York
$18K – – –
EWM
133
Evercore Wealth Management
New York
$17K – – –
GWS
134
Glassman Wealth Services
Virginia
$12K – – –
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$11.8K -$13K -274 -52%
ASN
136
Advisory Services Network
Georgia
$11K -$42.9K -903 -79%
GWM
137
Geneos Wealth Management
Colorado
$11K +$47 +1 +0.4%
IWMPD
138
Integrated Wealth Management (Palm Desert)
California
$10K – – –
HPBT
139
High Point Bank & Trust
North Carolina
$7K – – –
SCM
140
Southport Capital Management
Tennessee
$6K +$5.93K +125 New
VIA
141
Vantage Investment Advisors
Pennsylvania
$5K – – –
S
142
SignatureFD
Georgia
$5K +$4.94K +104 New
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
BP
144
Ballentine Partners
Massachusetts
$1K – – –
TRCT
145
Tower Research Capital (TRC)
New York
– -$4.64M -100,116 Closed
RBA
146
Richard Bernstein Advisors
New York
– -$1.78M -38,391 Closed
ADL
147
Asset Dedication LLC
California
– -$1.01M -21,841 Closed
MIAN
148
Mariner Independent Advisor Network
Kansas
– -$845K -18,228 Closed
HWP
149
Hefty Wealth Partners
Indiana
– -$781K -16,852 Closed
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
– -$662K -14,269 Closed