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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
451
Wedbush Securities
California
$322K +$10.7K +90 +4%
CS
452
Capital Square
Tennessee
$318K +$10K +84 +3%
AWM
453
Apollon Wealth Management
South Carolina
$314K +$294K +2,466 New
FNBT
454
FineMark National Bank & Trust
Florida
$314K – – –
CFS
455
Coordinated Financial Services
Colorado
$307K +$21.7K +182 +8%
CC
456
Courier Capital
New York
$307K – – –
PP
457
PDS Planning
Ohio
$307K +$5.01K +42 +2%
TLA
458
Tanglewood Legacy Advisors
Texas
$306K +$11.3K +95 +4%
AIM
459
Acropolis Investment Management
Missouri
$304K +$477 +4 +0.2%
RA
460
RFG Advisory
Alabama
$301K -$469K -3,930 -62%
AP
461
Americana Partners
Texas
$297K -$75K -629 -21%
AF
462
Apollon Financial
South Carolina
$294K – – –
HSA
463
HBK Sorce Advisory
Pennsylvania
$291K -$477 -4 -0.2%
RBWA
464
RFG - Bristol Wealth Advisors
Massachusetts
$287K +$3.46K +29 +1%
CB
465
Chris Bulman
California
$287K – – –
CM
466
Capital Management
Virginia
$285K – – –
JPLA
467
Joseph P. Lucia & Associates
New York
$276K -$28K -235 -10%
LWANC
468
Laurel Wealth Advisors (North Carolina)
North Carolina
$271K +$143K +1,200 +129%
SPC
469
Spirepoint Private Client
Florida
$271K – – –
ZF
470
Zhang Financial
Michigan
$269K – – –
GRP
471
Global Retirement Partners
California
$268K +$251K +2,108 New
MA
472
Mutual Advisors
Nebraska
$268K +$245K +2,053 New
CPA
473
Capital Performance Advisors
California
$266K +$596 +5 +0.2%
PAG
474
Private Advisory Group
Washington
$266K -$6.08K -51 -2%
MWA
475
Medallion Wealth Advisors
Connecticut
$263K -$1.07K -9 -0.4%
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19
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