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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPFS
176
Novak & Powell Financial Services
Florida
$1.64M -$7.31K -69 -0.5%
TPW
177
Transatlantique Private Wealth
New York
$1.63M +$1.58M +14,865 New
KCM
178
Kennicott Capital Management
California
$1.59M
ITB
179
Idaho Trust Bank
Idaho
$1.59M +$3.6K +34 +0.2%
AF
180
Apexium Financial
Texas
$1.56M -$3.71K -35 -0.2%
Renaissance Technologies
181
Renaissance Technologies
New York
$1.55M +$827K +7,800 +124%
KF
182
Krilogy Financial
Missouri
$1.48M +$14.5K +137 +1%
EAM
183
Evanson Asset Management
California
$1.47M +$4.24K +40 +0.3%
PAS
184
Park Avenue Securities
New York
$1.47M +$1.42M +13,374 New
KWM
185
Keebeck Wealth Management
Illinois
$1.46M -$107K -1,009 -7%
Prudential Financial
186
Prudential Financial
New Jersey
$1.46M +$824K +7,779 +141%
BOM
187
Bank of Marin
California
$1.46M
CIA
188
Cladis Investment Advisory
Montana
$1.46M -$10.6K -100 -0.7%
ISL
189
Ingalls & Snyder LLC
New York
$1.41M +$2.54K +24 +0.2%
LWM
190
Liberty Wealth Management
California
$1.41M +$4.56K +43 +0.3%
SPIA
191
Steward Partners Investment Advisory
New York
$1.41M +$208K +1,964 +18%
LFAS
192
Level Four Advisory Services
Texas
$1.41M -$23K -217 -2%
SG
193
Sharper & Granite
California
$1.4M -$53.5K -505 -4%
BFG
194
Bleakley Financial Group
New Jersey
$1.39M -$157K -1,477 -10%
WWM
195
Western Wealth Management
Colorado
$1.39M +$322K +3,038 +32%
GT
196
Glenmede Trust
Pennsylvania
$1.37M
MCM
197
Manchester Capital Management
Vermont
$1.36M
IFWM
198
Institute for Wealth Management
Colorado
$1.36M -$2.97K -28 -0.2%
OCPWS
199
One Charles Private Wealth Services
Massachusetts
$1.35M
BJL
200
Brighton Jones LLC
Washington
$1.32M +$118K +1,115 +10%