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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
226
Private Portfolio Partners
New Jersey
$320K +$349K +5,386 New
WPC
227
Waters Parkerson & Co
Louisiana
$312K +$9.93K +153 +3%
FHC
228
First Heartland Consultants
Missouri
$305K -$113K -1,741 -25%
GWM
229
Geneos Wealth Management
Colorado
$305K – – –
BRWA
230
B. Riley Wealth Advisors
Florida
$303K -$34.8K -536 -10%
SB
231
Simmons Bank
Arkansas
$302K – – –
ASN
232
Advisory Services Network
Georgia
$301K +$3.24K +50 +1%
FHB
233
First Hawaiian Bank
Hawaii
$295K +$3.37K +52 +1%
FCA
234
FinTrust Capital Advisors
South Carolina
$294K +$321K +4,948 New
CC
235
Courier Capital
New York
$293K – – –
FA
236
FDx Advisors
Illinois
$290K -$379K -5,835 -54%
IAMOG
237
Investors Asset Management of Georgia
Georgia
$288K -$9.28K -143 -3%
NNP
238
Nachman Norwood & Parrott
South Carolina
$280K +$306K +4,716 New
CWM
239
CCG Wealth Management
California
$279K +$305K +4,701 New
WA
240
Wealthstar Advisors
Texas
$274K -$5.19K -80 -2%
LNC
241
Lincoln National Corp
Pennsylvania
$273K -$191K -2,943 -39%
CFB
242
Cullen/Frost Bankers
Texas
$269K -$30.2K -465 -9%
LWA
243
Lenox Wealth Advisors
New York
$263K -$19.3K -297 -6%
PP
244
PagnatoKarp Partners
Virginia
$261K -$5.52K -85 -2%
AB
245
AT Bancorp
Iowa
$261K – – –
BFA
246
Bragg Financial Advisors
North Carolina
$260K -$29.2K -450 -9%
NSIM
247
North Star Investment Management
Illinois
$255K +$65 +1 +0%
MWP
248
MYCIO Wealth Partners
Pennsylvania
$255K +$279K +4,296 New
BAM
249
Belpointe Asset Management
Nevada
$252K -$57.7K -889 -17%
WT
250
Whittier Trust
California
$247K – – –
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10
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