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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISL
151
Ingalls & Snyder LLC
New York
$698K
Northern Trust
152
Northern Trust
Illinois
$690K -$85.9K -1,444 -11%
EFS
153
Essex Financial Services
Connecticut
$672K +$83.5K +1,405 +14%
CG
154
Colony Group
Massachusetts
$671K
PAG
155
Pinnacle Advisory Group
Maryland
$664K -$41.1K -692 -6%
SWA
156
Stratos Wealth Advisors
Ohio
$656K +$773 +13 +0.1%
AAM
157
Autus Asset Management
Arizona
$654K -$66K -1,110 -9%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$646K +$158K +2,657 +32%
CB
159
Community Bank
New York
$638K -$59.5K -1,000 -8%
ACM
160
Advisors Capital Management
New Jersey
$632K +$92.3K +1,552 +17%
DWM
161
Doyle Wealth Management
Florida
$618K +$119K +1,995 +23%
LWM
162
Laidlaw Wealth Management
New York
$604K +$176K +2,957 +40%
PWM
163
Praetorian Wealth Management
California
$602K +$359K +6,045 +142%
BRWA
164
B. Riley Wealth Advisors
Florida
$593K +$39.2K +659 +7%
HFRG
165
Houlihan Financial Resource Group
Virginia
$592K +$528K +8,875 New
LWM
166
Liberty Wealth Management
California
$586K +$26.5K +446 +5%
SPIA
167
Steward Partners Investment Advisory
New York
$584K +$3.81K +64 +0.6%
QWM
168
Quaker Wealth Management
New Jersey
$579K +$589K +9,901 New
SCM
169
Spreng Capital Management
Ohio
$578K
EH
170
Equitable Holdings
New York
$576K -$284K -4,775 -33%
RSWM
171
Robertson Stephens Wealth Management
California
$572K +$582K +9,792 New
TPCW
172
TD Private Client Wealth
New York
$560K +$34.2K +575 +6%
WWM
173
Western Wealth Management
Colorado
$560K -$25.7K -433 -4%
IFWM
174
Institute for Wealth Management
Colorado
$555K -$93.8K -1,578 -14%
AWM
175
AE Wealth Management
Kansas
$549K -$119K -2,002 -18%