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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
351
Courier Capital
New York
$329K – – –
CWM
352
Collaborative Wealth Management
Florida
$328K -$17.3K -206 -5%
CA
353
Continuum Advisory
Idaho
$326K -$50.1K -596 -14%
GM
354
GeoWealth Management
Illinois
$316K +$288K +3,431 New
MFGM
355
Marshall Financial Group (Maryland)
Maryland
$315K +$2.1K +25 +0.7%
BFA
356
Bragg Financial Advisors
North Carolina
$314K -$11.5K -137 -4%
IA
357
IFP Advisors
Florida
$313K -$44.4K -528 -13%
TSWM
358
Tyler-Stone Wealth Management
Ohio
$308K -$5.71K -68 -2%
TCPWM
359
Traverso Chambers Private Wealth Management
California
$304K – – –
VCM
360
Vivaldi Capital Management
Illinois
$302K +$54K +643 +25%
MWM
361
Maltin Wealth Management
New Jersey
$300K +$3.36K +40 +1%
FBC
362
Fairfield, Bush & Co
Connecticut
$294K – – –
FB
363
Fulton Bank
Pennsylvania
$294K – – –
BDF
364
Black Diamond Financial
Maryland
$291K – – –
VIA
365
Vickerman Investment Advisors
Washington
$290K -$195K -2,325 -42%
MCWS
366
McKinley Carter Wealth Services
West Virginia
$290K -$9.16K -109 -3%
TWA
367
TCI Wealth Advisors
Arizona
$290K -$92.4K -1,100 -26%
NEWAS
368
N.E.W. Advisory Services
Wisconsin
$288K – – –
AWA
369
Amplius Wealth Advisors
Pennsylvania
$285K – – –
TPCW
370
TD Private Client Wealth
New York
$280K -$3.28K -39 -1%
JHCP
371
Jackson Hole Capital Partners
Oklahoma
$280K – – –
WLIM
372
White Lighthouse Investment Management
Massachusetts
$278K -$84 -1 -0%
SL
373
SWMG LLC
Texas
$277K -$58.8K -700 -19%
MSFS
374
Main Street Financial Solutions
Pennsylvania
$274K -$6.81K -81 -3%
HA
375
Hanover Advisors
South Carolina
$272K +$247K +2,944 New
13 14
15
16 17