VFH icon

Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
651
Edge Wealth Management
New York
– -$45K -465 Closed
CIR
652
Clear Investment Research
Georgia
– -$45K -461 Closed
CWS
653
Confluence Wealth Services
Pennsylvania
– -$38K -394 Closed
BHWM
654
Beaird Harris Wealth Management
Texas
– -$28K -295 Closed
VCM
655
Versant Capital Management
Arizona
– -$28K -287 Closed
AIP
656
Ameritas Investment Partners
Nebraska
– -$23K -238 Closed
TLFA
657
True Link Financial Advisors
California
– -$20K -203 Closed
CTB
658
Country Trust Bank
Illinois
– -$15K -152 Closed
MAM
659
Mystic Asset Management
Rhode Island
– -$13K -140 Closed
APC
660
Aspire Private Capital
North Carolina
– -$10K -103 Closed
OF
661
Outfitter Financial
Maine
– -$10K -100 Closed
AIM
662
AHL Investment Management
Florida
– -$8K -81 Closed
LPWM
663
Lake Point Wealth Management
Texas
– -$6K -60 Closed
KCM
664
KRS Capital Management
Michigan
– -$4K -50 Closed
GI
665
Gradient Investments
Minnesota
– -$3K -34 Closed
CP
666
Corbenic Partners
Pennsylvania
– -$3K -33 Closed
CA
667
CoreCap Advisors
Michigan
– -$3K -27 Closed
OFG
668
Oxford Financial Group
Indiana
– +$96 +1 +25%
23 24 25 26
27