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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
151
H&H Retirement Design & Management
Nevada
$1.29M -$244K -3,002 -15%
B
152
Bailard
California
$1.29M +$416K +5,109 +42%
PWM
153
Praetorian Wealth Management
California
$1.28M -$236K -2,897 -14%
CTC
154
Chai Trust Company
Illinois
$1.27M +$831K +10,212 +149%
PWMG
155
Pinnacle Wealth Management Group
Michigan
$1.26M +$60.7K +746 +5%
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$1.25M -$114K -1,406 -8%
JHP
157
James Hambro & Partners
United Kingdom
$1.24M +$9.35K +115 +0.7%
WI
158
Wintrust Investments
Illinois
$1.23M +$62.3K +766 +5%
DADC
159
D.A. Davidson & Co
Montana
$1.23M +$126K +1,551 +10%
UCFA
160
United Capital Financial Advisors
Texas
$1.2M +$80.7K +992 +7%
HF
161
HRT Financial
New York
$1.2M +$1.04M +12,794 +382%
UB
162
UMB Bank
Missouri
$1.19M +$488 +6 +0%
EW
163
Evoke Wealth
California
$1.18M
BOM
164
Bank of Marin
California
$1.18M +$214K +2,633 +20%
OC
165
Oppenheimer & Co
New York
$1.17M +$94.9K +1,167 +8%
DI
166
DAGCO Inc
Ohio
$1.16M -$104K -1,274 -7%
ORC
167
O'Rourke & Company
Massachusetts
$1.16M -$12.6K -155 -1%
EFS
168
Essex Financial Services
Connecticut
$1.15M
CAM
169
Cresset Asset Management
Illinois
$1.13M +$104K +1,279 +9%
Barclays
170
Barclays
United Kingdom
$1.1M
CCA
171
Checchi Capital Advisers
California
$1.06M +$219K +2,691 +23%
CL
172
CPWM LLC
Washington
$1.04M -$823K -10,120 -42%
KF
173
Krilogy Financial
Missouri
$1.04M -$61.5K -756 -5%
EAM
174
Evanson Asset Management
California
$1.04M
TF
175
TIAA FSB
Florida
$1.02M -$2.03K -25 -0.2%