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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
251
Westside Investment Management
California
$266K +$262K +3,860 New
LFAS
252
Level Four Advisory Services
Texas
$262K -$6.38K -94 -2%
TCPWM
253
Traverso Chambers Private Wealth Management
California
$262K – – –
BAM
254
Belpointe Asset Management
Nevada
$261K +$257K +3,786 New
CIC
255
Carnegie Investment Counsel
Ohio
$260K +$7.19K +106 +3%
CAL
256
Capital Analysts LLC
Pennsylvania
$258K +$78.7K +1,160 +45%
PCG
257
Private Capital Group
Connecticut
$257K – – –
QIM
258
Quantitative Investment Management
Virginia
$256K +$253K +3,723 New
PWM
259
Perigon Wealth Management
California
$249K -$47.7K -703 -16%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$246K -$182K -2,677 -43%
CAG
261
Crestwood Advisors Group
Massachusetts
$246K +$242K +3,571 New
GWM
262
Geneos Wealth Management
Colorado
$245K – – –
MCM
263
Murphy Capital Management
New Jersey
$242K -$23.7K -350 -9%
HH
264
Hilltop Holdings
Texas
$240K +$236K +3,475 New
SMFS
265
Squar Milner Financial Services
California
$237K -$154K -2,264 -40%
EVM
266
Eaton Vance Management
Massachusetts
$231K – – –
ESB
267
Essex Savings Bank
Connecticut
$231K +$109K +1,600 +91%
IWC
268
Integrated Wealth Concepts
Massachusetts
$229K +$4.07K +60 +2%
FFG
269
Frisch Financial Group
New York
$224K -$11.5K -169 -5%
CT
270
Cambridge Trust
Massachusetts
$224K – – –
CA
271
Cornerstone Advisory
Maryland
$221K – – –
FCFC
272
First Commonwealth Financial Corp
Pennsylvania
$221K – – –
GC
273
Garde Capital
Washington
$220K – – –
FFN
274
Focus Financial Network
Minnesota
$220K -$211K -3,115 -49%
MWM
275
Mission Wealth Management
California
$217K +$213K +3,143 New
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11
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