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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
176
Keebeck Wealth Management
Illinois
$1.46M
MGIA
177
Moneta Group Investment Advisors
Missouri
$1.46M +$800K +8,335 +142%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$1.46M -$169K -1,761 -11%
CIA
179
Cladis Investment Advisory
Montana
$1.42M -$13.9K -145 -1%
SG
180
Sharper & Granite
California
$1.38M +$21.9K +228 +2%
EAM
181
Evanson Asset Management
California
$1.37M -$54.3K -566 -4%
BOM
182
Bank of Marin
California
$1.37M
KF
183
Krilogy Financial
Missouri
$1.35M +$86.1K +897 +7%
EFS
184
Essex Financial Services
Connecticut
$1.35M +$2.4K +25 +0.2%
MWM
185
Mittelman Wealth Management
Massachusetts
$1.33M +$1.24M +12,965 New
ISL
186
Ingalls & Snyder LLC
New York
$1.31M -$30.8K -321 -2%
LWM
187
Liberty Wealth Management
California
$1.29M +$1.21M +12,584 +34,956%
MCM
188
Manchester Capital Management
Vermont
$1.27M +$20.8K +217 +2%
ADL
189
Asset Dedication LLC
California
$1.26M +$1.2M +12,522 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$1.25M +$430K +4,483 +58%
WDC
191
Woodward Diversified Capital
California
$1.24M -$244K -2,546 -17%
PWAC
192
Private Wealth Advisors (California)
California
$1.23M +$384 +4 +0%
EWA
193
Evolution Wealth Advisors
Florida
$1.23M +$4.32K +45 +0.4%
IFWM
194
Institute for Wealth Management
Colorado
$1.22M +$60.4K +630 +6%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$1.22M +$4.22K +44 +0.4%
MFG
196
Magnus Financial Group
New York
$1.19M +$7.1K +74 +0.6%
DWT
197
Dorsey & Whitney Trust
South Dakota
$1.19M -$149K -1,550 -12%
TPW
198
Transatlantique Private Wealth
New York
$1.18M +$10.6K +110 +1%
Renaissance Technologies
199
Renaissance Technologies
New York
$1.17M +$1.09M +11,400 New
Neuberger Berman Group
200
Neuberger Berman Group
New York
$1.15M -$1.08M -11,255 -50%