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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
301
MGO One Seven
Ohio
$341K -$408K -5,018 -57%
MFC
302
Morris Financial Concepts
South Carolina
$341K – – –
CPSC
303
Carl P. Sherr & Co
Massachusetts
$338K -$33.8K -415 -8%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$5.61K +69 +2%
WAS
305
Winch Advisory Services
Wisconsin
$334K – – –
RPCONE
306
Retirement Planning Company of New England
Rhode Island
$332K +$3.74K +46 +1%
MWM
307
Meridian Wealth Management
Kentucky
$331K +$362K +4,450 New
HWM
308
Howard Wealth Management
Connecticut
$330K +$361K +4,439 New
CA
309
Continuum Advisory
Idaho
$323K +$895 +11 +0.3%
HCC
310
Hirtle Callaghan & Co
Pennsylvania
$322K – – –
BWL
311
Bogart Wealth LLC
Virginia
$318K +$7.48K +92 +2%
EFS
312
Econ Financial Services
Pennsylvania
$316K +$345K +4,248 New
FCA
313
FinTrust Capital Advisors
South Carolina
$307K +$13.1K +161 +4%
IFG
314
Independent Financial Group
California
$307K +$38.4K +472 +13%
PCA
315
Personal Capital Advisors
California
$304K -$9.68K -119 -3%
BWM
316
Birchcreek Wealth Management
Ohio
$304K +$65.8K +809 +25%
BWA
317
BDO Wealth Advisors
Florida
$303K +$186K +2,285 +128%
GL
318
Graypoint LLC
New York
$302K +$56.4K +694 +21%
IAMOG
319
Investors Asset Management of Georgia
Georgia
$301K – – –
WFA
320
WMG Financial Advisors
Tennessee
$299K -$7.08K -87 -2%
MFGM
321
Marshall Financial Group (Maryland)
Maryland
$297K -$28.7K -353 -8%
CAG
322
Crestwood Advisors Group
Massachusetts
$296K – – –
VIM
323
Vista Investment Management
Pennsylvania
$296K – – –
WIA
324
World Investment Advisors
California
$294K -$3.42K -42 -1%
CG
325
Cutler Group
California
$294K +$273K +3,358 +560%
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