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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
526
Vermillion Wealth Management
Minnesota
$206K +$715 +6 +0.4%
HCM
527
Howard Capital Management
Georgia
$205K +$192K +1,608 New
OBWG
528
Onyx Bridge Wealth Group
New York
$205K -$27.2K -228 -12%
RHP
529
Royal Harbor Partners
Texas
$204K +$191K +1,601 New
PIA
530
Perennial Investment Advisors
California
$203K +$190K +1,596 New
RWM
531
Ritholtz Wealth Management
New York
$203K +$190K +1,595 New
PL
532
Plancorp LLC
Missouri
$202K +$189K +1,586 New
MCC
533
Money Concepts Capital
Florida
$202K +$189K +1,585 New
GFPC
534
Global Financial Private Client
Florida
$202K +$10.1K +85 +6%
RWM
535
Raffa Wealth Management
District of Columbia
$198K – – –
JHCP
536
Jackson Hole Capital Partners
Oklahoma
$195K – – –
AIA
537
Aventus Investment Advisors
Florida
$188K +$176K +1,480 New
ACA
538
Aptus Capital Advisors
Alabama
$187K -$104K -876 -37%
PTC
539
Private Trust Company
Ohio
$184K -$477 -4 -0.3%
IA
540
IFP Advisors
Florida
$182K -$74K -621 -30%
FHA
541
First Horizon Advisors
Tennessee
$178K – – –
WT
542
Whittier Trust
California
$176K – – –
BBPWM
543
Blue Bell Private Wealth Management
Pennsylvania
$171K – – –
AP
544
Aspect Partners
Virginia
$166K +$156K +1,306 New
PIM
545
Progressive Investment Management
Oregon
$165K – – –
CA
546
CoreCap Advisors
Michigan
$164K +$1.55K +13 +1%
BTI
547
Blue Trust Inc
Georgia
$163K +$50.9K +427 +50%
SC
548
SouthState Corp
Florida
$158K -$190K -1,590 -56%
IBOK
549
Independence Bank of Kentucky
Kentucky
$157K – – –
VCM
550
Viewpoint Capital Management
Washington
$155K – – –
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