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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
201
Independent Financial Group
California
$1.52M +$48.6K +381 +3%
KWM
202
Keebeck Wealth Management
Illinois
$1.51M – – –
DWP
203
Daymark Wealth Partners
Ohio
$1.5M +$1.02M +7,979 +234%
SCM
204
SCS Capital Management
Massachusetts
$1.5M -$397K -3,109 -21%
RWM
205
RBA Wealth Management
California
$1.49M -$127K -993 -8%
PWAC
206
Private Wealth Advisors (California)
California
$1.48M -$27.9K -219 -2%
ITB
207
Idaho Trust Bank
Idaho
$1.47M -$96.1K -753 -6%
HWM
208
HB Wealth Management
Georgia
$1.46M -$8.55K -67 -0.6%
GT
209
Glenmede Trust
Pennsylvania
$1.46M -$104K -812 -7%
Bessemer Group
210
Bessemer Group
New Jersey
$1.46M +$120K +944 +9%
Wealthfront Advisers
211
Wealthfront Advisers
California
$1.42M -$109K -854 -7%
CL
212
Choreo LLC
Illinois
$1.38M +$638 +5 +0%
OCPWS
213
One Charles Private Wealth Services
Massachusetts
$1.37M -$202K -1,585 -13%
DI
214
Disciplined Investors
Texas
$1.37M -$256K -2,003 -16%
PFS
215
Prospera Financial Services
Texas
$1.36M -$524K -4,103 -28%
AOWM
216
Asset One Wealth Management
Washington
$1.36M +$21.6K +169 +2%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$1.35M +$532K +4,170 +68%
SW
218
Simplicity Wealth
New Jersey
$1.32M +$1.28M +10,030 New
SWA
219
Stratos Wealth Advisors
Ohio
$1.29M -$9.57K -75 -0.8%
HFS
220
Hopwood Financial Services
Virginia
$1.29M +$50K +392 +4%
WMA
221
Wealth Management Associates
New Jersey
$1.28M -$3.19K -25 -0.3%
CFG
222
Citizens Financial Group
Rhode Island
$1.28M +$6.12K +48 +0.5%
IAG
223
Ipsen Advisor Group
Arkansas
$1.26M +$7.78K +61 +0.6%
WA
224
Wealth Alliance
New York
$1.26M -$42.5K -333 -3%
CSA
225
Cornerstone Select Advisors
Missouri
$1.25M +$4.21K +33 +0.3%