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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$1.56M -$9.75K -80 -0.6%
SG
202
Sharper & Granite
California
$1.56M +$129K +1,058 +9%
GT
203
Glenmede Trust
Pennsylvania
$1.55M +$112K +920 +8%
ISL
204
Ingalls & Snyder LLC
New York
$1.54M +$30.5K +250 +2%
QIM
205
Quantitative Investment Management
Virginia
$1.52M +$1.15M +9,445 +291%
GAM
206
Gotham Asset Management
New York
$1.51M +$1.54M +12,609 New
SPIA
207
Steward Partners Investment Advisory
New York
$1.5M +$17.1K +140 +1%
SEIA
208
Signature Estate & Investment Advisors
California
$1.49M +$1.15M +9,427 +309%
MFG
209
Magnus Financial Group
New York
$1.49M +$1.83K +15 +0.1%
MCM
210
Manchester Capital Management
Vermont
$1.48M
OCPWS
211
One Charles Private Wealth Services
Massachusetts
$1.47M +$13.5K +111 +0.9%
GA
212
GoalVest Advisory
New York
$1.44M -$12.3K -101 -0.8%
EWA
213
Evolution Wealth Advisors
Florida
$1.44M +$122 +1 +0%
BJL
214
Brighton Jones LLC
Washington
$1.43M -$2.8K -23 -0.2%
PWAC
215
Private Wealth Advisors (California)
California
$1.43M +$3.41K +28 +0.2%
CIA
216
Cladis Investment Advisory
Montana
$1.42M -$15.2K -125 -1%
BIA
217
Bigelow Investment Advisors
Maine
$1.41M +$317K +2,604 +28%
FFS
218
Fischer Financial Services
Pennsylvania
$1.39M -$6.09K -50 -0.4%
IFG
219
Independent Financial Group
California
$1.39M +$238K +1,953 +20%
ECA
220
Elevation Capital Advisory
Oregon
$1.38M -$800K -6,563 -36%
CL
221
Choreo LLC
Illinois
$1.38M -$22.1K -181 -2%
IFWM
222
Institute for Wealth Management
Colorado
$1.37M -$63.4K -520 -4%
KWM
223
Keebeck Wealth Management
Illinois
$1.37M -$219K -1,796 -14%
RWM
224
RBA Wealth Management
California
$1.37M +$18K +148 +1%
WSFS
225
Wilmington Savings Fund Society
Delaware
$1.35M -$52.8K -433 -4%