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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$452K +$445K +6,552 New
WMA
202
Wealth Management Associates
New Jersey
$450K +$48.8K +720 +12%
5L
203
55I LLC
Massachusetts
$444K +$437K +6,441 New
FBC
204
Fairfield, Bush & Co
Connecticut
$442K
FAIM
205
Financial Advocates Investment Management
Washington
$440K -$34.9K -514 -7%
CWM
206
Cornerstone Wealth Management
Missouri
$438K -$115K -1,692 -21%
HW
207
Hamilton Wealth
California
$416K -$59.4K -876 -13%
FA
208
FDx Advisors
Illinois
$413K -$10.9K -161 -3%
VIM
209
Vista Investment Management
Pennsylvania
$406K
IA
210
IFG Advisory
Georgia
$405K +$17.7K +261 +5%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$405K +$153K +2,253 +62%
B
212
Bailard
California
$401K
FT
213
Fiduciary Trust
Massachusetts
$393K
CHA
214
Carmichael Hill & Associates
Maryland
$383K -$32.8K -483 -8%
WPC
215
Waters Parkerson & Co
Louisiana
$381K +$28.8K +425 +8%
BS
216
Boenning & Scattergood
Pennsylvania
$380K
VF
217
Virtu Financial
New York
$380K +$373K +5,505 New
NNP
218
Nachman Norwood & Parrott
South Carolina
$378K +$17.4K +257 +5%
PCA
219
Personal Capital Advisors
California
$368K +$66.4K +979 +23%
OC
220
Oppenheimer & Co
New York
$359K -$68.1K -1,004 -16%
RBC
221
Roble Belko & Company
Pennsylvania
$354K +$323K +4,763 +1,298%
PPP
222
Private Portfolio Partners
New Jersey
$352K -$14K -206 -4%
SB
223
Simmons Bank
Arkansas
$351K
GRP
224
Global Retirement Partners
California
$348K +$69.3K +1,021 +25%
FHB
225
First Hawaiian Bank
Hawaii
$341K -$40K -589 -11%