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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
SWMG LLC
Texas
$1.16M -$32K -402 -3%
CCM
152
Condor Capital Management
New Jersey
$1.14M
CF
153
Centaurus Financial
California
$1.13M +$466K +5,840 +78%
ACM
154
Advisors Capital Management
New Jersey
$1.11M +$8.77K +110 +0.8%
PWM
155
Praetorian Wealth Management
California
$1.11M +$169K +2,115 +19%
EAM
156
Evanson Asset Management
California
$1.11M
LFF
157
Level Four Financial
Texas
$1.1M +$70.6K +886 +7%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$1.09M -$9.97K -125 -1%
CL
159
CPWM LLC
Washington
$1.09M
BEAM
160
Baker Ellis Asset Management
Washington
$1.08M -$138K -1,730 -12%
SPIA
161
Steward Partners Investment Advisory
New York
$1.07M +$247K +3,098 +32%
EFS
162
Essex Financial Services
Connecticut
$1.06M +$83.9K +1,052 +9%
TWM
163
Tolleson Wealth Management
Texas
$1.04M
PPCM
164
Pillar Pacific Capital Management
California
$1.03M -$83.9K -1,052 -8%
FWM
165
Focused Wealth Management
New York
$1.02M -$207K -2,600 -18%
CFGS
166
Concourse Financial Group Securities
Alabama
$1.02M +$33K +414 +4%
PWAC
167
Private Wealth Advisors (California)
California
$1.02M -$638 -8 -0.1%
ISL
168
Ingalls & Snyder LLC
New York
$1.01M
LWM
169
Laidlaw Wealth Management
New York
$1.01M +$20.7K +260 +2%
SWA
170
Stratos Wealth Advisors
Ohio
$982K -$16.6K -208 -2%
CG
171
Colony Group
Massachusetts
$968K +$22.3K +280 +3%
IFWM
172
Institute for Wealth Management
Colorado
$968K +$913K +11,458 New
TF
173
TIAA FSB
Florida
$964K +$5.5K +69 +0.6%
SIAG
174
Safeguard Investment Advisory Group
California
$964K +$11.2K +141 +1%
SFS
175
Sowell Financial Services
Arkansas
$939K +$671K +8,416 +492%