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Vanguard Industrials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
Opal Wealth Advisors
New York
$744K +$289K +1,613 +66%
CFGS
152
Concourse Financial Group Securities
Alabama
$744K +$9.48K +53 +1%
GWM
153
Gray Wealth Management
Maine
$738K -$29.3K -164 -4%
HSA
154
HBK Sorce Advisory
Pennsylvania
$731K +$348K +1,948 +95%
AF
155
Apexium Financial
Texas
$727K +$122K +680 +21%
GFPC
156
Global Financial Private Client
Florida
$723K +$21.1K +118 +3%
CFO
157
Collective Family Office
Pennsylvania
$709K -$192K -1,071 -22%
HCWM
158
Harrison & Co Wealth Management
Virginia
$700K -$53.8K -301 -7%
AAIM
159
Asset Advisors Investment Management
Georgia
$700K
WWM
160
Western Wealth Management
Colorado
$699K -$625K -3,495 -48%
NRI
161
NFP Retirement Inc
California
$680K +$12.9K +72 +2%
APP
162
Avantax Planning Partners
Iowa
$671K -$65.7K -367 -9%
KPWS
163
Kestra Private Wealth Services
Texas
$662K +$649K +3,627 New
BLC
164
Brown, Lisle/Cummings
Rhode Island
$644K -$89.4K -500 -12%
RWM
165
RBA Wealth Management
California
$641K +$19.9K +111 +3%
SB
166
Simmons Bank
Arkansas
$631K -$11.1K -62 -2%
CCG
167
Chatham Capital Group
Georgia
$630K +$25K +140 +4%
CSB
168
City State Bank
Iowa
$617K +$10.7K +60 +2%
GT
169
Glenmede Trust
Pennsylvania
$603K +$428K +2,392 +263%
FTS
170
Fifth Third Securities
Ohio
$596K -$135K -753 -19%
BHB
171
Bank Hapoalim BM
Israel
$595K -$81K -453 -12%
Lazard Asset Management
172
Lazard Asset Management
New York
$568K
MG
173
Mather Group
Illinois
$563K -$79.8K -446 -13%
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$527K -$143K -800 -22%
FFL
175
Financial Freedom LLC
Ohio
$520K +$509K +2,846 New