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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
326
World Investment Advisors
California
$328K +$1.6K +19 +0.5%
PGFC
327
Peapack-Gladstone Financial Corp
New Jersey
$328K +$25.3K +300 +8%
PCA
328
Personal Capital Advisors
California
$324K -$145K -1,717 -29%
SB
329
Strategic Blueprint
Georgia
$324K -$16K -189 -4%
BWL
330
Bogart Wealth LLC
Virginia
$323K -$9.71K -115 -3%
EWA
331
Exencial Wealth Advisors
Oklahoma
$322K +$21.9K +259 +7%
WFA
332
WMG Financial Advisors
Tennessee
$317K -$14.9K -176 -4%
IAMOG
333
Investors Asset Management of Georgia
Georgia
$312K – – –
CAG
334
Crestwood Advisors Group
Massachusetts
$307K – – –
VIM
335
Vista Investment Management
Pennsylvania
$306K +$169 +2 +0.1%
CIM
336
Corbyn Investment Management
Maryland
$301K -$27.8K -329 -8%
MCM
337
Murphy Capital Management
New Jersey
$298K -$58.7K -695 -15%
WPC
338
Wedmont Private Capital
Pennsylvania
$298K -$8.87K -105 -3%
MSFS
339
Main Street Financial Solutions
Pennsylvania
$298K +$507 +6 +0.2%
FCA
340
FinTrust Capital Advisors
South Carolina
$297K -$6.67K -79 -2%
PA
341
Parallel Advisors
California
$290K +$2.62K +31 +0.8%
MF
342
Montis Financial
Massachusetts
$288K – – –
SEIA
343
Signature Estate & Investment Advisors
California
$286K +$31.7K +376 +11%
PAS
344
Park Avenue Securities
New York
$282K -$21.5K -255 -7%
IFG
345
Independent Financial Group
California
$281K -$42.8K -507 -12%
TPW
346
TL Private Wealth
Texas
$280K +$1.18K +14 +0.4%
IA
347
IFG Advisory
Georgia
$278K +$253 +3 +0.1%
CFG
348
Citizens Financial Group
Rhode Island
$274K +$1.6K +19 +0.5%
PWM
349
PRW Wealth Management
Massachusetts
$272K +$11.9K +141 +4%
BFA
350
Bragg Financial Advisors
North Carolina
$271K -$92K -1,089 -24%
12 13
14
15 16