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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CVM
201
Cheviot Value Management
California
$470K +$204K +2,823 +72%
SS
202
Sunbelt Securities
Texas
$467K +$63K +873 +15%
CG
203
Colony Group
Massachusetts
$465K -$59.2K -821 -11%
CAG
204
Csenge Advisory Group
Florida
$462K -$194K -2,692 -29%
LFS
205
Legacy Financial Strategies
Kansas
$442K +$32.7K +454 +8%
CA
206
Capital Advantage
California
$426K +$174K +2,419 +65%
IA
207
IndexIQ Advisors
New York
$424K +$68K +943 +18%
NWM
208
Northwest Wealth Management
Iowa
$420K +$18K +250 +4%
US Bancorp
209
US Bancorp
Minnesota
$413K -$50K -693 -10%
CWM
210
Confluence Wealth Management
Oregon
$407K
DADC
211
D.A. Davidson & Co
Montana
$401K -$29.5K -409 -7%
BFA
212
Bragg Financial Advisors
North Carolina
$388K +$85.8K +1,190 +27%
GWM
213
Geneos Wealth Management
Colorado
$381K
VIM
214
Vista Investment Management
Pennsylvania
$370K
SCA
215
Spearhead Capital Advisors
Florida
$358K +$372K +5,152 New
ASN
216
Advisory Services Network
Georgia
$356K +$326K +4,521 +745%
SB
217
Simmons Bank
Arkansas
$355K -$36.1K -500 -9%
WPC
218
Waters Parkerson & Co
Louisiana
$354K
IAMOG
219
Investors Asset Management of Georgia
Georgia
$347K
CC
220
Courier Capital
New York
$343K
CI
221
Cavalier Investments
Georgia
$339K +$352K +4,877 New
LFAS
222
Level Four Advisory Services
Texas
$339K +$352K +4,886 New
CG
223
Caprock Group
Idaho
$331K +$30.1K +417 +10%
CFB
224
Cullen/Frost Bankers
Texas
$329K
FIAS
225
FinTrust Investment Advisory Services
South Carolina
$326K