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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
601
PRW Wealth Management
Massachusetts
– -$215K -2,882 Closed
SOS
602
Silver Oak Securities
Tennessee
– -$219K -2,729 Closed
WB
603
West Bancorporation
Iowa
– -$114K -1,530 Closed
EIP
604
Ellis Investment Partners
Pennsylvania
– -$112K -1,505 Closed
SWM
605
Selective Wealth Management
Virginia
– -$111K -1,486 Closed
HGERS
606
Householder Group Estate & Retirement Specialist
Arizona
– -$104K -1,403 Closed
BWM
607
BerganKDV Wealth Management
Minnesota
– -$69K -933 Closed
MA
608
MUFG Americas
New York
– -$59K -796 Closed
BSSFA
609
Baron Silver Stevens Financial Advisors
Florida
– -$931K -670 Closed
ACM
610
Absolute Capital Management
Pennsylvania
– -$26.9K -361 Closed
EI
611
Ellevest Inc
New York
– -$20K -275 Closed
CL
612
COWA LLC
Oklahoma
– -$20K -270 Closed
CPFP
613
Clear Perspectives Financial Planning
Ohio
– -$19K -250 Closed
JGIA
614
Jackson Grant Investment Advisers
Connecticut
– -$18K -240 Closed
GWSG
615
GPS Wealth Strategies Group
Colorado
– -$15K -208 Closed
MAM
616
Meeder Asset Management
Ohio
– -$13K -181 Closed
TC
617
Trust Company
Kansas
– -$12K -160 Closed
LDFR
618
Lehman & Derafelo Financial Resources
Pennsylvania
– -$9K -123 Closed
CT
619
Cambridge Trust
Massachusetts
– -$7K -97 Closed
JFA
620
JNBA Financial Advisors
Minnesota
– -$7K -91 Closed
ME
621
McIlrath & Eck
Washington
– -$6K -80 Closed
RPCA
622
Running Point Capital Advisors
California
– -$4K -51 Closed
RCM
623
Raleigh Capital Management
North Carolina
– -$3K -36 Closed
HS
624
Horan Securities
United States
– -$2K -30 Closed
CA
625
Centerpoint Advisors
Massachusetts
– +$496 +6 New
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