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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$280K -$119K -1,740 -24%
SPC
202
Sigma Planning Corp
Michigan
$279K +$17.2K +253 +5%
STA
203
Summit Trail Advisors
New York
$279K +$375K +5,500 New
VWM
204
Valley Wealth Managers
New Jersey
$276K -$184K -2,700 -33%
FT
205
Fiduciary Trust
Massachusetts
$274K
BAM
206
Belpointe Asset Management
Nevada
$261K -$12.2K -179 -3%
Deutsche Bank
207
Deutsche Bank
Germany
$260K +$338K +4,965 +2,758%
CHA
208
Carmichael Hill & Associates
Maryland
$259K -$32.2K -473 -8%
FCA
209
FinTrust Capital Advisors
South Carolina
$259K -$6.81K -100 -2%
ACM
210
Advisors Capital Management
New Jersey
$258K -$438K -6,427 -56%
SB
211
Simmons Bank
Arkansas
$250K -$1.02K -15 -0.3%
VIM
212
Vista Investment Management
Pennsylvania
$248K -$51.6K -758 -13%
BFO
213
Boston Family Office
Massachusetts
$247K
CC
214
Courier Capital
New York
$242K
HC
215
HNP Capital
New York
$242K +$319K +4,690 New
WPC
216
Waters Parkerson & Co
Louisiana
$241K -$52.8K -775 -14%
NNP
217
Nachman Norwood & Parrott
South Carolina
$241K -$51.2K -752 -14%
WA
218
Wealthstar Advisors
Texas
$241K -$8.79K -129 -3%
AF
219
Apexium Financial
Texas
$235K +$316K +4,640 New
BCM
220
Boltwood Capital Management
California
$234K -$18K -265 -5%
FHA
221
Flagship Harbor Advisors
Massachusetts
$230K -$24.2K -355 -7%
TFS
222
Thoroughbred Financial Services
Tennessee
$229K -$172K -2,531 -36%
CFB
223
Cullen/Frost Bankers
Texas
$228K
BFA
224
Bragg Financial Advisors
North Carolina
$220K -$64K -940 -18%
HCC
225
Hirtle Callaghan & Co
Pennsylvania
$219K +$295K +4,327 New