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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
226
Simmons Bank
Arkansas
$353K – – –
ASN
227
Advisory Services Network
Georgia
$349K – – –
IAMOG
228
Investors Asset Management of Georgia
Georgia
$347K – – –
CFB
229
Cullen/Frost Bankers
Texas
$347K +$18.7K +265 +6%
IA
230
IndexIQ Advisors
New York
$343K -$156K -2,208 -31%
CC
231
Courier Capital
New York
$343K – – –
FHB
232
First Hawaiian Bank
Hawaii
$341K +$348K +4,918 New
LFAS
233
Level Four Advisory Services
Texas
$338K +$636 +9 +0.2%
MCM
234
Murphy Capital Management
New Jersey
$338K +$345K +4,877 New
BFEC
235
Benjamin F. Edwards & Company
Missouri
$336K +$18K +254 +6%
BFA
236
Bragg Financial Advisors
North Carolina
$335K +$2.97K +42 +0.9%
LWA
237
Lenox Wealth Advisors
New York
$328K -$34.6K -490 -9%
WA
238
Wealthstar Advisors
Texas
$325K +$66.2K +937 +25%
PAS
239
Partnervest Advisory Services
California
$323K -$148K -2,100 -31%
IWP
240
Icon Wealth Partners
Texas
$315K +$321K +4,542 New
GRP
241
Global Retirement Partners
California
$313K -$12.3K -174 -4%
PP
242
PagnatoKarp Partners
Virginia
$311K +$212 +3 +0.1%
AB
243
AT Bancorp
Iowa
$306K – – –
LIM
244
Leavell Investment Management
Alabama
$304K – – –
BWA
245
BDO Wealth Advisors
Florida
$303K – – –
NSIM
246
North Star Investment Management
Illinois
$297K +$71 +1 +0%
CL
247
Choreo LLC
Illinois
$297K +$47.5K +672 +19%
APA
248
American Portfolios Advisors
New York
$295K +$33.6K +475 +13%
WA
249
WP Advisors
California
$293K -$24K -339 -7%
WT
250
Whittier Trust
California
$288K +$109K +1,540 +59%
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