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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
526
Corbenic Partners
Pennsylvania
$3K +$3.04K +33 New
IPW
527
IronBridge Private Wealth
Texas
$2K – – –
RCA
528
Ranch Capital Advisors
Florida
$2K – – –
SQA
529
Simon Quick Advisors
New Jersey
$2K – – –
CAL
530
Capital Analysts LLC
Pennsylvania
$1K – – –
WIM
531
Westside Investment Management
California
$640 – – –
KC
532
Kinloch Capital
Virginia
– -$6.54M -72,273 Closed
MAM
533
Madison Asset Management
Wisconsin
– -$6.15M -68,005 Closed
LGA
534
Lebenthal Global Advisors
New York
– -$2.63M -29,064 Closed
EE
535
EWG Elevate
California
– -$1.57M -17,231 Closed
FMLI
536
Fukoku Mutual Life Insurance
Japan
– -$1.54M -17,000 Closed
ARC
537
Advisor Resource Council
Texas
– -$1.32M -14,612 Closed
TWM
538
Tolleson Wealth Management
Texas
– -$1.12M -12,360 Closed
JWCA
539
J.W. Cole Advisors
Florida
– -$993K -10,980 Closed
AIM
540
AMI Investment Management
Indiana
– -$660K -7,300 Closed
CFB
541
Cullen/Frost Bankers
Texas
– -$373K -4,125 Closed
IP
542
Investment Partners
Ohio
– -$373K -4,120 Closed
SFA
543
Sequoia Financial Advisors
Ohio
– -$370K -4,090 Closed
KM
544
Kalos Management
Georgia
– -$376K -4,030 Closed
CWP
545
Capital Wealth Planning
Florida
– -$343K -3,790 Closed
OPS
546
Orion Portfolio Solutions
Nebraska
– -$328K -3,629 Closed
PPWP
547
Proquility Private Wealth Partners
Nevada
– -$327K -3,618 Closed
CCA
548
Clearwater Capital Advisors
Illinois
– -$257K -2,838 Closed
FA
549
Fermata Advisors
California
– -$240K -2,650 Closed
FAIM
550
Financial Advocates Investment Management
Washington
– -$225K -2,488 Closed
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