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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Stratos Wealth Advisors
Ohio
$573K +$9.06K +133 +1%
AI
152
Atria Investments
North Carolina
$566K -$872K -12,796 -53%
HFRG
153
Houlihan Financial Resource Group
Virginia
$556K +$204 +3 +0%
NWS
154
Newport Wealth Strategies
California
$555K -$427K -6,272 -38%
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$528K +$709K +10,416 New
SCM
156
Spreng Capital Management
Ohio
$509K -$25.5K -375 -4%
DADC
157
D.A. Davidson & Co
Montana
$509K +$20.9K +307 +3%
DWM
158
Doyle Wealth Management
Florida
$496K +$6.2K +91 +0.9%
SCA
159
Spearhead Capital Advisors
Florida
$490K -$113K -1,659 -15%
LWM
160
Liberty Wealth Management
California
$490K -$7.76K -114 -1%
GI
161
GAMCO Investors
Connecticut
$480K -$626K -9,195 -49%
CA
162
Cetera Advisors
Colorado
$476K -$27.7K -407 -4%
CG
163
Caprock Group
Idaho
$471K +$398K +5,849 +170%
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$465K -$2.68M -39,336 -85%
TC
165
TAP Consulting
Missouri
$456K +$161K +2,364 +36%
William Blair & Company
166
William Blair & Company
Illinois
$445K -$780K -11,458 -57%
SWP
167
Stratos Wealth Partners
Ohio
$438K +$86.6K +1,271 +17%
RWM
168
RBA Wealth Management
California
$437K +$586K +8,607 New
MPCG
169
Matrix Private Capital Group
New York
$435K -$901K -13,231 -61%
IFWM
170
Institute for Wealth Management
Colorado
$433K -$306K -4,491 -34%
AIM
171
AMI Investment Management
Indiana
$432K
GFP
172
Gryphon Financial Partners
Ohio
$426K
Lido Advisors
173
Lido Advisors
California
$424K +$38.1K +560 +7%
Comerica Bank
174
Comerica Bank
Texas
$417K -$8.85K -130 -2%
TPCW
175
TD Private Client Wealth
New York
$414K -$49.5K -727 -8%