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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWD
201
Osborn Williams & Donohoe
Ohio
$238K +$12.6K +200 +6%
CAM
202
Cypress Asset Management
Texas
$235K
GC
203
Garde Capital
Washington
$235K
Comerica Bank
204
Comerica Bank
Texas
$233K +$6.43K +102 +3%
KeyBank National Association
205
KeyBank National Association
Ohio
$232K +$224K +3,546 New
BWA
206
BDO Wealth Advisors
Florida
$231K -$17.3K -275 -7%
HA
207
Harfst & Associates
Wyoming
$222K
CT
208
Cambridge Trust
Massachusetts
$212K
GRP
209
Global Retirement Partners
California
$212K +$142K +2,248 +227%
BAM
210
Belpointe Asset Management
Nevada
$211K +$204K +3,230 New
Betterment LLC
211
Betterment LLC
New York
$210K -$1.77K -28 -0.9%
FCFC
212
First Commonwealth Financial Corp
Pennsylvania
$209K
WIM
213
Westside Investment Management
California
$209K +$37.8K +600 +24%
EWA
214
EP Wealth Advisors
California
$203K +$196K +3,113 New
B
215
Bailard
California
$202K +$195K +3,090 New
CBT
216
Capital Bank & Trust
California
$196K +$189K +3,000 New
MIFH
217
Migdal Insurance & Financial Holdings
Israel
$183K +$1.77K +28 +2%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$172K +$1.77K +28 +1%
WT
219
Whittier Trust
California
$171K
BFEC
220
Benjamin F. Edwards & Company
Missouri
$171K +$55.5K +880 +51%
HNB
221
Huntington National Bank
Ohio
$128K
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$125K +$107K +1,696 +2,094%
HT
223
Heritage Trust
Oklahoma
$117K +$75.4K +1,195 +201%
BP
224
Ballentine Partners
Massachusetts
$113K -$820 -13 -0.7%
RWA
225
Ropes Wealth Advisors
Massachusetts
$102K