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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
526
Global Financial Private Client
Florida
$208K – – –
BAAM
527
Baker Avenue Asset Management
California
$208K -$6.73K -52 -3%
PIA
528
Perennial Investment Advisors
California
$207K -$2.59K -20 -1%
OBWG
529
Onyx Bridge Wealth Group
New York
$206K -$4.92K -38 -2%
FB
530
Fulton Bank
Pennsylvania
$203K +$200K +1,544 New
VWM
531
Vermillion Wealth Management
Minnesota
$202K -$10.2K -79 -5%
PA
532
Pinnacle Associates
New York
$202K +$200K +1,541 New
JHCP
533
Jackson Hole Capital Partners
Oklahoma
$201K – – –
WB
534
West Bancorporation
Iowa
$201K +$198K +1,530 New
CRC
535
Curi RMB Capital
Illinois
$200K +$197K +1,524 New
HFS
536
Hantz Financial Services
Michigan
$200K +$198K +1,526 New
RTL
537
Red Tortoise LLC
Georgia
$198K +$196K +1,511 New
AIA
538
Aventus Investment Advisors
Florida
$194K – – –
TLA
539
Tanglewood Legacy Advisors
Texas
$191K -$122K -945 -39%
WT
540
Whittier Trust
California
$179K -$1.29K -10 -0.7%
BBPWM
541
Blue Bell Private Wealth Management
Pennsylvania
$176K – – –
PIM
542
Progressive Investment Management
Oregon
$171K – – –
BTI
543
Blue Trust Inc
Georgia
$170K +$1.17K +9 +0.7%
CA
544
CoreCap Advisors
Michigan
$170K +$518 +4 +0.3%
SC
545
SouthState Corp
Florida
$169K +$5.7K +44 +4%
IA
546
IFP Advisors
Florida
$163K -$23.8K -184 -13%
IBOK
547
Independence Bank of Kentucky
Kentucky
$162K – – –
GWM
548
Geneos Wealth Management
Colorado
$160K +$25.8K +199 +19%
VCM
549
Viewpoint Capital Management
Washington
$160K – – –
FC
550
Financial Consulate
Maryland
$155K +$153K +1,184 New
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