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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
226
Courier Capital
New York
$333K – – –
LFAS
227
Level Four Advisory Services
Texas
$328K -$1.4K -20 -0.4%
BFA
228
Bragg Financial Advisors
North Carolina
$323K -$55.9K -800 -14%
CFB
229
Cullen/Frost Bankers
Texas
$319K – – –
PFA
230
Paradigm Financial Advisors
Missouri
$319K +$58.9K +843 +22%
GRP
231
Global Retirement Partners
California
$316K +$9.85K +141 +3%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$310K +$26K +372 +9%
WA
233
WP Advisors
California
$308K – – –
PP
234
PagnatoKarp Partners
Virginia
$304K -$180K -2,580 -37%
AB
235
AT Bancorp
Iowa
$297K – – –
LIM
236
Leavell Investment Management
Alabama
$297K +$40.1K +575 +15%
BWA
237
BDO Wealth Advisors
Florida
$294K -$12.2K -175 -4%
NSIM
238
North Star Investment Management
Illinois
$289K – – –
OWD
239
Osborn Williams & Donohoe
Ohio
$280K +$10.1K +145 +4%
CHA
240
Carmichael Hill & Associates
Maryland
$274K – – –
AWA
241
Arete Wealth Advisors
Illinois
$267K -$3.84K -55 -1%
WA
242
Wealthstar Advisors
Texas
$267K +$261K +3,744 New
FHA
243
Flagship Harbor Advisors
Massachusetts
$266K +$13.3K +190 +5%
CBT
244
Capital Bank & Trust
California
$265K – – –
BAM
245
Belpointe Asset Management
Nevada
$265K +$71.6K +1,025 +35%
PCG
246
Private Capital Group
Connecticut
$257K – – –
APA
247
American Portfolios Advisors
New York
$255K -$3.91K -56 -1%
EVM
248
Eaton Vance Management
Massachusetts
$254K -$45.2K -647 -15%
GC
249
Garde Capital
Washington
$248K +$6.49K +93 +3%
CL
250
Choreo LLC
Illinois
$245K -$2.41M -34,458 -91%
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