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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
351
Fiduciary Alliance
South Carolina
$291K +$291K +3,519 New
SYBT
352
Stock Yards Bank & Trust
Kentucky
$291K – – –
GRP
353
Global Retirement Partners
California
$289K +$13.4K +162 +5%
OBWG
354
Onyx Bridge Wealth Group
New York
$283K -$18K -218 -6%
FFN
355
Focus Financial Network
Minnesota
$282K +$35K +424 +14%
BAM
356
BOS Asset Management
Illinois
$282K +$281K +3,404 New
CC
357
Courier Capital
New York
$280K – – –
MCWS
358
McKinley Carter Wealth Services
West Virginia
$280K +$1.24K +15 +0.4%
TSWM
359
Tyler-Stone Wealth Management
Ohio
$279K +$3.22K +39 +1%
BFA
360
Bragg Financial Advisors
North Carolina
$278K -$4.13K -50 -1%
RFM
361
Royal Fund Management
Florida
$275K +$275K +3,325 New
TCPWM
362
Traverso Chambers Private Wealth Management
California
$272K – – –
RIA
363
Regal Investment Advisors
Michigan
$271K +$2.64K +32 +1%
MWM
364
Maltin Wealth Management
New Jersey
$271K +$3.72K +45 +1%
MAP
365
Milestone Advisory Partners
North Carolina
$269K -$612K -7,411 -69%
AWA
366
Arete Wealth Advisors
Illinois
$268K +$3.97K +48 +2%
WT
367
Whittier Trust
California
$268K +$151K +1,825 +129%
RG
368
Rathbones Group
United Kingdom
$267K -$364K -4,407 -58%
CS
369
Capital Square
Tennessee
$265K +$2.15K +26 +0.8%
FBC
370
Fairfield, Bush & Co
Connecticut
$264K -$165 -2 -0.1%
TPCW
371
TD Private Client Wealth
New York
$261K -$30.1K -364 -10%
BDF
372
Black Diamond Financial
Maryland
$261K – – –
GFPC
373
Global Financial Private Client
Florida
$256K – – –
FHC
374
First Heartland Consultants
Missouri
$256K -$33.1K -401 -11%
RJT
375
Raymond James Trust
Florida
$256K +$255K +3,092 New
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15
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