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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$91K +$83.8K +1,535 New
WA
177
WFG Advisors
Texas
$80K
RFA
178
Reilly Financial Advisors
California
$77K -$7.32K -134 -9%
JCM
179
Jacobi Capital Management
Pennsylvania
$69K
PCFFS
180
Pacific Center for Financial Services
California
$64K +$59K +1,081 New
PVH
181
Psagot Value Holdings
Israel
$57K
Simplex Trading
182
Simplex Trading
Illinois
$52K +$48.1K +880 New
VIA
183
Vantage Investment Advisors
Pennsylvania
$49K +$45.4K +832 New
PMFA
184
Plante Moran Financial Advisors
Michigan
$45K
IP
185
Intellectus Partners
California
$44K +$40.9K +749 New
AWM
186
AllSquare Wealth Management
New York
$42K
BCI
187
Brinker Capital Investments
Pennsylvania
$39K
M
188
MOTCO
Texas
$36K
FNBT
189
FineMark National Bank & Trust
Florida
$35K +$32.2K +589 New
SSB
190
Sandy Spring Bank
Maryland
$34K -$12.9K -237 -30%
MWM
191
Mascoma Wealth Management
New Hampshire
$31K +$28.9K +530 New
KPCM
192
Kings Point Capital Management
New York
$30K +$27.3K +500 New
WA
193
WealthTrust-Arizona
Arizona
$29K +$27K +494 New
EWM
194
Edge Wealth Management
New York
$28K
FANJ
195
Financial Architects (New Jersey)
New Jersey
$25K +$23.2K +425 New
JIC
196
Joel Isaacson & Co
New York
$22K
RBA
197
Richard Bernstein Advisors
New York
$22K
EWM
198
Evercore Wealth Management
New York
$21K
GWS
199
Glassman Wealth Services
Virginia
$14K
SPIA
200
Steward Partners Investment Advisory
New York
$14K +$12.9K +237 New