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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Colony Group
Massachusetts
$656K -$44.5K -800 -7%
AWM
152
AE Wealth Management
Kansas
$651K -$4.05M -72,817 -86%
DOA
153
D'Orazio & Associates
Virginia
$642K -$93.3K -1,678 -13%
SWA
154
Stratos Wealth Advisors
Ohio
$640K -$6.22K -112 -1%
IFWM
155
Institute for Wealth Management
Colorado
$632K +$140K +2,527 +30%
EFS
156
Essex Financial Services
Connecticut
$577K +$560K +10,080 New
WWM
157
Western Wealth Management
Colorado
$572K -$162K -2,916 -23%
US Bancorp
158
US Bancorp
Minnesota
$571K -$329K -5,921 -37%
SPIA
159
Steward Partners Investment Advisory
New York
$567K -$115K -2,065 -17%
SCM
160
Spreng Capital Management
Ohio
$565K -$8.34K -150 -1%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$559K +$148K +2,663 +37%
LWM
162
Liberty Wealth Management
California
$548K -$4.61K -83 -0.9%
BRWA
163
B. Riley Wealth Advisors
Florida
$545K -$765K -13,764 -59%
ACM
164
Advisors Capital Management
New Jersey
$529K +$231K +4,148 +81%
TPCW
165
TD Private Client Wealth
New York
$515K +$47.1K +847 +10%
RWM
166
RBA Wealth Management
California
$512K +$18.8K +338 +4%
DADC
167
D.A. Davidson & Co
Montana
$492K -$80.2K -1,443 -14%
DWM
168
Doyle Wealth Management
Florida
$491K -$67K -1,206 -12%
AIM
169
AMI Investment Management
Indiana
$488K
GFP
170
Gryphon Financial Partners
Ohio
$480K
Neuberger Berman Group
171
Neuberger Berman Group
New York
$480K +$48.4K +870 +12%
TC
172
TAP Consulting
Missouri
$471K -$42K -756 -8%
NWS
173
Newport Wealth Strategies
California
$466K -$109K -1,958 -19%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$465K +$56.5K +1,016 +14%
Lido Advisors
175
Lido Advisors
California
$464K -$14.3K -258 -3%