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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
501
Compass Advisory Group
New York
$234K +$835 +7 +0.4%
SFPG
502
Stonebridge Financial Planning Group
Florida
$234K -$17.9K -150 -8%
SWM
503
SeaCrest Wealth Management
New York
$233K -$119K -1,001 -35%
WFA
504
Websterrogers Financial Advisors
South Carolina
$231K – – –
CB
505
Cadence Bank
Mississippi
$230K – – –
AW
506
Alteri Wealth
California
$229K -$55.2K -463 -20%
SFP
507
Shepherd Financial Partners
Massachusetts
$227K – – –
IWA
508
IVC Wealth Advisors
Pennsylvania
$227K +$213K +1,785 New
SVWAG
509
Sound View Wealth Advisors Group
Georgia
$224K -$97.3K -816 -32%
CIC
510
Carnegie Investment Counsel
Ohio
$222K +$208K +1,745 New
AWM
511
Avior Wealth Management
Nebraska
$219K -$50.3K -422 -20%
NFG
512
Nations Financial Group
Iowa
$218K – – –
VWM
513
Venturi Wealth Management
Texas
$217K -$16.2K -136 -7%
WTC
514
WhitTier Trust Company
Nevada
$216K – – –
HCM
515
Hudson Capital Management
New Jersey
$216K +$202K +1,695 New
ATC
516
Advantage Trust Company
Kansas
$215K – – –
TCM
517
Triumph Capital Management
Colorado
$214K -$22.1K -185 -10%
TF
518
TME Financial
California
$213K -$20.4K -171 -9%
SSWM
519
Sheets Smith Wealth Management
North Carolina
$212K +$199K +1,666 New
BCCM
520
Bridge Creek Capital Management
Massachusetts
$212K +$198K +1,663 New
JWA
521
JFS Wealth Advisors
Pennsylvania
$211K -$19.9K -167 -9%
IWA
522
Inspirion Wealth Advisors
Illinois
$210K +$197K +1,650 New
ORG
523
Optimist Retirement Group
Washington
$209K -$40.8K -342 -17%
BAAM
524
Baker Avenue Asset Management
California
$208K +$195K +1,635 New
WA
525
Wealth Architects
California
$207K +$194K +1,625 New
19 20
21
22 23