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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
276
USCA RIA
Texas
$424K -$96.7K -1,070 -19%
CC
277
Courier Capital
New York
$424K – – –
TCWM
278
Total Clarity Wealth Management
Illinois
$423K -$26.3K -291 -6%
CW
279
CreativeOne Wealth
Kansas
$419K -$11.7K -129 -3%
GVAG
280
Great Valley Advisor Group
Delaware
$418K +$419K +4,631 New
CB
281
Cadence Bank
Mississippi
$417K – – –
WPC
282
Waters Parkerson & Co
Louisiana
$416K -$67.8K -750 -14%
BFA
283
Bragg Financial Advisors
North Carolina
$410K +$87.7K +970 +27%
KPCM
284
Kings Point Capital Management
New York
$409K +$723 +8 +0.2%
PFGIA
285
Patriot Financial Group Insurance Agency
Massachusetts
$401K +$38.9K +430 +11%
RIA
286
Realta Investment Advisors
Delaware
$400K +$144K +1,597 +57%
MCWS
287
McKinley Carter Wealth Services
West Virginia
$399K +$361 +4 +0.1%
PCA
288
Personal Capital Advisors
California
$397K +$36.1K +400 +10%
HWAM
289
Hennion & Walsh Asset Management
New Jersey
$395K -$12.8K -142 -3%
BS
290
Boenning & Scattergood
Pennsylvania
$394K +$110K +1,214 +39%
HCC
291
Hirtle Callaghan & Co
Pennsylvania
$391K – – –
FHA
292
Flagship Harbor Advisors
Massachusetts
$390K +$31K +343 +9%
CIM
293
Corbyn Investment Management
Maryland
$389K +$67.9K +751 +21%
MCM
294
Murphy Capital Management
New Jersey
$384K – – –
MFGM
295
Marshall Financial Group (Maryland)
Maryland
$382K -$56.3K -623 -13%
BWM
296
Birchcreek Wealth Management
Ohio
$378K – – –
KM
297
Kalos Management
Georgia
$376K +$11.4K +126 +3%
MCM
298
MAI Capital Management
Ohio
$374K +$15.2K +168 +4%
CFB
299
Cullen/Frost Bankers
Texas
$373K – – –
IP
300
Investment Partners
Ohio
$373K – – –
10 11
12
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