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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
201
Partnervest Advisory Services
California
$455K +$471K +6,750 New
CG
202
Colony Group
Massachusetts
$452K
CAG
203
Csenge Advisory Group
Florida
$451K +$2.44K +35 +0.5%
LFS
204
Legacy Financial Strategies
Kansas
$443K +$13.8K +197 +3%
DADC
205
D.A. Davidson & Co
Montana
$431K +$42.7K +611 +11%
Prudential Financial
206
Prudential Financial
New Jersey
$430K -$116K -1,668 -21%
CA
207
Capital Advantage
California
$414K
NWM
208
Northwest Wealth Management
Iowa
$411K +$3.49K +50 +0.8%
SCA
209
Spearhead Capital Advisors
Florida
$409K +$63.8K +914 +18%
CG
210
Caprock Group
Idaho
$408K +$87.6K +1,255 +26%
FAIM
211
Financial Advocates Investment Management
Washington
$403K +$92.3K +1,322 +29%
CWM
212
Confluence Wealth Management
Oregon
$395K
Chevy Chase Trust
213
Chevy Chase Trust
Maryland
$388K +$401K +5,749 New
IA
214
IFG Advisory
Georgia
$386K +$115K +1,651 +40%
BRWA
215
B. Riley Wealth Advisors
Florida
$372K -$683K -9,787 -64%
VIM
216
Vista Investment Management
Pennsylvania
$359K
ASN
217
Advisory Services Network
Georgia
$357K -$6.98K -100 -2%
FWM
218
Frontier Wealth Management
Missouri
$353K +$365K +5,229 New
LWA
219
Lenox Wealth Advisors
New York
$352K -$265K -3,793 -42%
GWM
220
Geneos Wealth Management
Colorado
$350K -$20.9K -300 -5%
KM
221
Kalos Management
Georgia
$345K +$348K +4,978 New
WPC
222
Waters Parkerson & Co
Louisiana
$344K
Millennium Management
223
Millennium Management
New York
$344K +$356K +5,104 New
SB
224
Simmons Bank
Arkansas
$343K -$1.75K -25 -0.5%
IAMOG
225
Investors Asset Management of Georgia
Georgia
$337K