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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Abound Wealth Management
Tennessee
$31.1K -$11.5K -90 -28%
MP
677
McDonald Partners
Ohio
$30.9K +$30K +235 New
PAI
678
Pittenger & Anderson Inc
Nebraska
$30.7K – – –
CJ
679
Caitlin John
Michigan
$29.7K – – –
SWP
680
SIMA Wealth Partners
Virginia
$27.9K – – –
CFG
681
CKW Financial Group
Hawaii
$27K +$25.5K +200 New
SGK
682
Steigerwald Gordon & Koch
Virginia
$27K – – –
PK
683
Pflug Koory
Nebraska
$26.3K – – –
GCM
684
Gunpowder Capital Management
Maryland
$26.1K -$12.4K -97 -33%
POIA
685
Pin Oak Investment Advisors
Texas
$26K – – –
BF
686
Brooklyn FI
New York
$25.5K +$23.7K +186 New
PWA
687
Provenance Wealth Advisors
Florida
$24.6K – – –
1NWS
688
1 North Wealth Services
Maryland
$23.2K +$22.5K +176 New
DF
689
DecisionPoint Financial
Arizona
$22.7K – – –
T
690
Tidemark
California
$22.3K +$5.61K +44 +35%
CAL
691
Capital Advisors Ltd
Ohio
$20K – – –
AEPWM
692
Atlantic Edge Private Wealth Management
Florida
$19.7K – – –
ICCON
693
Investment Counsel Company of Nevada
Nevada
$19.7K +$19.1K +150 New
ANBT
694
American National Bank & Trust
Texas
$19.2K -$18.5K -145 -50%
LWM
695
Lodestone Wealth Management
Washington
$18.4K -$3.06K -24 -15%
NRG
696
Nemes Rush Group
Michigan
$18.2K – – –
MLA
697
MB, Levis & Associates
Pennsylvania
$18K – – –
CFFP
698
Center for Financial Planning
Michigan
$17.9K – – –
HR
699
Howe & Rusling
New York
$17.5K +$10.7K +84 +171%
NF
700
Napier Financial
Massachusetts
$17.1K – – –
26 27
28
29 30