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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
176
Allen Investment Management
New York
$545K
GFP
177
Gryphon Financial Partners
Ohio
$542K -$130K -2,000 -19%
BFPW
178
BOK Financial Private Wealth
Colorado
$537K +$539K +8,318 New
NFC
179
Northeast Financial Consultants
Connecticut
$536K -$28.5M -439,784 -99%
AIM
180
AMI Investment Management
Indiana
$502K +$148K +2,275 +41%
IA
181
IndexIQ Advisors
New York
$498K +$17.6K +272 +4%
PAS
182
Partnervest Advisory Services
California
$497K +$6.49K +100 +1%
Millennium Management
183
Millennium Management
New York
$495K -$59.7K -920 -11%
BW
184
Bison Wealth
Georgia
$495K
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$492K -$44.1K -680 -8%
MM
186
Main Management
California
$492K
CL
187
CPWM LLC
Washington
$487K +$324 +5 +0.1%
TC
188
TAP Consulting
Missouri
$486K +$488K +7,532 New
ECM
189
Evergreen Capital Management
Washington
$484K
BFO
190
Boston Family Office
Massachusetts
$481K -$1.3K -20 -0.3%
MFW
191
Meristem Family Wealth
Minnesota
$480K
TFS
192
Thoroughbred Financial Services
Tennessee
$477K +$479K +7,387 New
DADC
193
D.A. Davidson & Co
Montana
$476K -$2.21K -34 -0.5%
WIA
194
Wealthstreet Investment Advisors
Texas
$474K
LNB
195
Ledyard National Bank
$470K -$95K -1,465 -17%
CWM
196
CCG Wealth Management
California
$455K +$152K +2,343 +50%
HW
197
Hamilton Wealth
California
$446K -$63.9K -985 -12%
FAIM
198
Financial Advocates Investment Management
Washington
$445K +$15.2K +235 +4%
GLA
199
Good Life Advisors
Pennsylvania
$444K +$14.1K +217 +3%
CG
200
Colony Group
Massachusetts
$432K