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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$2.79M +$2.1M +16,197 +343%
CPA
152
Capital Performance Advisors
California
$2.79M +$2.48M +19,064 +1,037%
WIA
153
World Investment Advisors
California
$2.75M +$1.16M +8,953 +77%
EH
154
Equitable Holdings
New York
$2.73M -$913K -7,031 -26%
UBS AM
155
UBS AM
Illinois
$2.73M +$2.66M +20,463 New
HFW
156
Horizon Family Wealth
Illinois
$2.68M +$23.9K +184 +0.9%
RFM
157
Royal Fund Management
Florida
$2.54M +$403K +3,106 +20%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$2.54M +$77K +593 +3%
FTS
159
Fifth Third Securities
Ohio
$2.53M -$345K -2,653 -12%
BPA
160
Beacon Pointe Advisors
California
$2.51M -$50.5K -389 -2%
MCM
161
MontVue Capital Management
Virginia
$2.49M
MGIA
162
Moneta Group Investment Advisors
Missouri
$2.47M +$149K +1,149 +7%
CI
163
CX Institutional
Indiana
$2.42M +$2.32M +17,831 +5,964%
EFS
164
Essex Financial Services
Connecticut
$2.37M +$7.53K +58 +0.3%
Citadel Advisors
165
Citadel Advisors
Florida
$2.37M -$1.27M -9,763 -36%
CWM
166
Cornerstone Wealth Management
Missouri
$2.34M +$1.15M +8,878 +103%
TCA
167
Transcend Capital Advisors
New Jersey
$2.29M -$103K -795 -4%
AW
168
Avion Wealth
Texas
$2.28M -$27.9K -215 -1%
BlackRock
169
BlackRock
New York
$2.24M +$598K +4,601 +38%
RMAM
170
Raab & Moskowitz Asset Management
New Jersey
$2.23M -$21.8K -168 -1%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$2.22M +$118K +911 +6%
AQR Capital Management
172
AQR Capital Management
Connecticut
$2.21M +$479K +3,687 +29%
TNAM
173
Terra Nova Asset Management
New York
$2.2M +$29.5K +227 +1%
ISFAN
174
Investor's Fiduciary Advisor Network
Washington
$2.17M -$32.3K -249 -2%
RL
175
Retireful LLC
Michigan
$2.1M -$117K -904 -5%