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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$897K -$56K -670 -6%
BJL
202
Brighton Jones LLC
Washington
$893K +$40.5K +484 +5%
RWM
203
RBA Wealth Management
California
$888K -$17.6K -210 -2%
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$885K +$4.93K +59 +0.5%
OIA
205
OneDigital Investment Advisors
Kansas
$880K +$20.3K +243 +2%
AF
206
Apexium Financial
Texas
$860K -$19.5K -233 -2%
HNB
207
Huntington National Bank
Ohio
$850K
SWA
208
Stratos Wealth Advisors
Ohio
$847K -$14K -168 -2%
LWM
209
Liberty Wealth Management
California
$840K +$10.9K +130 +1%
NA
210
NewEdge Advisors
Louisiana
$838K +$308K +3,689 +55%
MWM
211
Mission Wealth Management
California
$837K -$30.3K -362 -3%
SVWAG
212
Sound View Wealth Advisors Group
Georgia
$837K +$16.3K +195 +2%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$827K -$90K -1,076 -9%
Bank of New York Mellon
214
Bank of New York Mellon
New York
$807K +$282K +3,377 +51%
WDC
215
Woodward Diversified Capital
California
$805K +$622K +7,442 +289%
PWP
216
Principle Wealth Partners
Connecticut
$794K -$83.6K -1,000 -9%
CB
217
Community Bank
New York
$789K +$21.4K +256 +3%
WMA
218
Wealth Management Associates
New Jersey
$787K
TPW
219
Transatlantique Private Wealth
New York
$784K +$23.2K +278 +3%
CW
220
CreativeOne Wealth
Kansas
$784K +$16.1K +192 +2%
SWP
221
Stratos Wealth Partners
Ohio
$777K +$28.5K +341 +4%
US Bancorp
222
US Bancorp
Minnesota
$771K +$174K +2,077 +28%
FPB
223
First PREMIER Bank
South Dakota
$767K -$72.5K -867 -8%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$730K +$760K +9,090 New
AG
225
Ascent Group
Virginia
$714K -$21.4K -256 -3%