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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
601
Bellevue Asset Management
Washington
$7.68K – – –
LCM
602
Logan Capital Management
Pennsylvania
$7.45K +$96 +1 +1%
PFA
603
Pathway Financial Advisers
Indiana
$6.84K -$96 -1 -1%
SIC
604
SJS Investment Consulting
Ohio
$6.14K – – –
CIAS
605
CBIZ Investment Advisory Services
Ohio
$5.43K +$5.08K +53 New
SWC
606
Spectrum Wealth Counsel
Indiana
$5.02K +$4.7K +49 New
TAM
607
Tucker Asset Management
Colorado
$4.61K -$96 -1 -2%
NC
608
NewSquare Capital
Pennsylvania
$4.61K – – –
WBC
609
West Branch Capital
Massachusetts
$4.61K – – –
BTI
610
Blue Trust Inc
Georgia
$4.33K – – –
RMC
611
Resources Management Corp
Connecticut
$4K -$7.2K -75 -68%
CBT
612
CoreFirst Bank & Trust
Kansas
$3.17K – – –
LAM
613
Lummis Asset Management
Texas
$3.17K – – –
CPG
614
Cornerstone Planning Group
New Jersey
$3.16K -$15.4K -160 -83%
BFS
615
Burkett Financial Services
South Carolina
$3.16K – – –
VNA
616
Valley National Advisers
Pennsylvania
$3K – – –
VWM
617
Venturi Wealth Management
Texas
$2.94K – – –
PGAM
618
Princeton Global Asset Management
New Jersey
$2.25K -$36.2K -377 -94%
CWP
619
Concord Wealth Partners
Virginia
$2.15K – – –
CPBTD
620
Central Pacific Bank - Trust Division
Hawaii
$1.32K +$1.25K +13 New
CAM
621
Creekmur Asset Management
Illinois
$1.23K – – –
SWM
622
Sanctuary Wealth Management
Idaho
$1.23K – – –
VF
623
VitalStone Financial
Texas
$1K – – –
NRG
624
Nemes Rush Group
Michigan
$922 – – –
PWMA
625
Pension & Wealth Management Advisors
Massachusetts
$411 +$384 +4 New
23 24
25
26 27