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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
Manchester Capital Management
Vermont
$1.17M +$424K +4,356 +56%
WA
202
Wealth Alliance
New York
$1.17M -$3.8K -39 -0.3%
SWA
203
Stratos Wealth Advisors
Ohio
$1.14M +$17.8K +183 +2%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$1.13M +$67.1K +689 +6%
FPB
205
First PREMIER Bank
South Dakota
$1.13M +$152K +1,560 +15%
CIBC World Market
206
CIBC World Market
Ontario, Canada
$1.1M -$71.1K -730 -6%
LWM
207
Laidlaw Wealth Management
New York
$1.1M -$60.9K -625 -5%
TF
208
TIAA FSB
Florida
$1.09M -$48.6K -499 -4%
LIM
209
Leavell Investment Management
Alabama
$1.09M +$181K +1,856 +20%
RM
210
Resource Management
Louisiana
$1.08M +$361K +3,700 +49%
WWM
211
Western Wealth Management
Colorado
$1.08M +$1.09M +11,213 New
ASN
212
Advisory Services Network
Georgia
$1.08M +$95.2K +977 +10%
UIA
213
Ulland Investment Advisors
Minnesota
$1.08M +$1.09M +11,145 New
B
214
Bailard
California
$1.06M +$365K +3,742 +52%
MWM
215
Mission Wealth Management
California
$1.02M -$62.6K -642 -6%
ISL
216
Ingalls & Snyder LLC
New York
$1.02M +$19.5K +200 +2%
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
$1.01M
MPCG
218
Matrix Private Capital Group
New York
$1M +$81.3K +834 +9%
SFS
219
Sowell Financial Services
Arkansas
$1M -$4.29K -44 -0.4%
MFW
220
Meristem Family Wealth
Minnesota
$998K
AAM
221
Autus Asset Management
Arizona
$983K +$54.5K +559 +6%
CFA
222
Cahill Financial Advisors
Minnesota
$973K -$97.8K -1,004 -9%
PP
223
Prudential plc
United Kingdom
$966K -$7.31M -75,000 -88%
DADC
224
D.A. Davidson & Co
Montana
$962K +$29K +298 +3%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$952K +$48.6K +499 +4%