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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
201
Wealth Management Associates
New Jersey
$782K -$12.7K -150 -1%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$772K +$183K +2,162 +33%
CG
203
Caprock Group
Idaho
$766K
RWM
204
RBA Wealth Management
California
$761K +$19.8K +234 +2%
OIA
205
OneDigital Investment Advisors
Kansas
$756K -$2.71K -32 -0.3%
EWA
206
EP Wealth Advisors
California
$739K +$755K +8,921 +182%
NWM
207
NEIRG Wealth Management
Massachusetts
$717K -$3.98K -47 -0.5%
CB
208
Community Bank
New York
$712K -$16.9K -200 -2%
CF
209
Centaurus Financial
California
$711K -$146K -1,729 -16%
CG
210
Colony Group
Massachusetts
$699K -$15.1M -178,213 -95%
TPW
211
Transatlantique Private Wealth
New York
$698K +$78.5K +928 +12%
AG
212
Ascent Group
Virginia
$694K -$1.18M -13,902 -61%
SIAG
213
Safeguard Investment Advisory Group
California
$693K -$35.2K -416 -4%
CW
214
CreativeOne Wealth
Kansas
$683K +$39K +461 +6%
RPGK
215
Retirement Planning Group (Kansas)
Kansas
$673K +$169 +2 +0%
TF
216
TIAA FSB
Florida
$672K -$379K -4,485 -34%
AAS
217
Ameritas Advisory Services
Nebraska
$672K -$631K -7,456 -47%
BBA
218
BLB&B Advisors
Pennsylvania
$671K -$139K -1,647 -16%
SWP
219
Stratos Wealth Partners
Ohio
$668K -$127K -1,498 -15%
VIA
220
Vickerman Investment Advisors
Washington
$656K -$27.5K -325 -4%
GFP
221
Gryphon Financial Partners
Ohio
$654K
BRWA
222
B. Riley Wealth Advisors
Florida
$650K +$47K +555 +7%
KPWS
223
Kestra Private Wealth Services
Texas
$650K +$33K +390 +5%
CFGS
224
Concourse Financial Group Securities
Alabama
$648K -$108K -1,282 -13%
BAM
225
BTS Asset Management
Massachusetts
$648K -$31.1K -368 -4%