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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
626
Outlook Capital Management
Illinois
$70.9K +$68.8K +539 New
MMCM
627
Murphy & Mullick Capital Management
New York
$69.7K – – –
FA
628
Fountainhead AM
New Jersey
$69.4K +$67.2K +527 New
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$66.3K – – –
MDA
630
Minot DeBlois Advisors
Massachusetts
$65.8K – – –
BWM
631
Bullock Wealth Management
Indiana
$65.2K +$61.9K +485 New
CCWM
632
Cassaday & Co Wealth Management
Virginia
$64.5K – – –
OA
633
Operose Advisors
Wisconsin
$64.5K – – –
CPA
634
Cardiff Park Advisors
California
$61.3K +$383 +3 +0.6%
SWM
635
SHP Wealth Management
Massachusetts
$60.7K +$23.6K +185 +67%
AF
636
Align Financial
Minnesota
$60.3K – – –
HBW
637
Hazlett, Burt & Watson
West Virginia
$59K – – –
AIS
638
Advocate Investing Services
Maryland
$57.8K – – –
CBT
639
Crews Bank & Trust
Florida
$55.9K -$6.38K -50 -11%
UB
640
UMB Bank
Missouri
$54.9K – – –
FHC
641
First Horizon Corporation
Tennessee
$53.8K +$22.8K +179 +78%
AP
642
Aspect Partners
Virginia
$53.4K – – –
EWA
643
EverSource Wealth Advisors
Alabama
$53K -$49K -384 -49%
AG
644
AmeriFlex Group
Nevada
$52.6K – – –
DJSG
645
D.J. St. Germain
Massachusetts
$52K -$9.57K -75 -16%
DSC
646
Duncker Streett & Co
Missouri
$51.3K – – –
FIM
647
FWL Investment Management
Texas
$48K – – –
CIA
648
Cape Investment Advisory
Georgia
$47.8K +$46.3K +363 New
CWP
649
Clark Wealth Partners
Illinois
$47.1K – – –
SRCM
650
Signature Resources Capital Management
California
$46.5K – – –
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