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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
551
MB, Levis & Associates
Pennsylvania
$11.3K +$11.3K +137 New
CFFP
552
Center for Financial Planning
Michigan
$10.2K – – –
TIM
553
Tortoise Investment Management
New York
$8.77K – – –
EWM
554
EPG Wealth Management
Georgia
$8.52K – – –
TLCM
555
Twin Lakes Capital Management
California
$8.44K – – –
NMG
556
New Millennium Group
Utah
$8.27K – – –
SIC
557
Salem Investment Counselors
North Carolina
$8.27K – – –
GI
558
Gradient Investments
Minnesota
$8.19K -$16.7K -202 -67%
RWPA
559
Richard W. Paul & Associates
Michigan
$8.19K +$8.18K +99 New
FA
560
Fortis Advisors
Pennsylvania
$7.94K +$83 +1 +1%
SC
561
SouthState Corp
Florida
$7.45K – – –
BWAM
562
Boyd Watterson Asset Management
Ohio
$7.28K +$7.27K +88 New
CPA
563
Cardiff Park Advisors
California
$7.12K – – –
CMP
564
Coston McIsaac & Partners
Maine
$7K – – –
SFCL
565
Strengthening Families & Communities LLC
Massachusetts
$7K +$83 +1 +1%
MWM
566
Mascoma Wealth Management
New Hampshire
$6.95K – – –
PFA
567
Pathway Financial Advisers
Indiana
$5.38K +$5.37K +65 New
OFG
568
Oxford Financial Group
Indiana
$5.07K – – –
SIC
569
SJS Investment Consulting
Ohio
$4.96K – – –
KFI
570
Key Financial Inc
Pennsylvania
$4.32K – – –
PO
571
Private Ocean
California
$4.22K +$4.21K +51 New
AAMA
572
Advanced Asset Management Advisors
Ohio
$4.14K +$4.13K +50 New
C
573
Covestor
United Kingdom
$4K -$83 -1 -2%
TAM
574
Tucker Asset Management
Colorado
$3.74K – – –
WBC
575
West Branch Capital
Massachusetts
$3.72K – – –
21 22
23
24 25