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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
676
SJS Investment Consulting
Ohio
$7.17K – – –
RS
677
Rakuten Securities
Japan
$7.17K – – –
CWP
678
Concord Wealth Partners
Virginia
$6.45K +$731 +6 +13%
CIAS
679
CBIZ Investment Advisory Services
Ohio
$6.33K – – –
AAMA
680
Advanced Asset Management Advisors
Ohio
$6.03K +$6.09K +50 New
T
681
Transce3nd
Texas
$5.97K -$6.34K -52 -51%
PGAM
682
Princeton Global Asset Management
New Jersey
$5.97K – – –
SWC
683
Spectrum Wealth Counsel
Indiana
$5.86K – – –
MAM
684
Morse Asset Management
Connecticut
$5.85K – – –
GM
685
GeoWealth Management
Illinois
$5.74K -$414K -3,401 -99%
PIP
686
Peachtree Investment Partners
Florida
$5.28K – – –
WBC
687
West Branch Capital
Massachusetts
$4.9K – – –
ACM
688
Anfield Capital Management
California
$4.66K +$4.75K +39 New
CCM
689
Coldstream Capital Management
Washington
$4.3K +$4.39K +36 New
PFBT
690
Parkside Financial Bank & Trust
Missouri
$4.18K +$4.26K +35 New
GC
691
Garde Capital
Washington
$3.58K +$3.65K +30 New
VNA
692
Valley National Advisers
Pennsylvania
$3K – – –
HFS
693
Hantz Financial Services
Michigan
$3K +$3.17K +26 New
CI
694
CX Institutional
Indiana
$3K +$3.29K +27 New
MSWA
695
Marshall & Sterling Wealth Advisors
New York
$2.9K -$122 -1 -4%
RMC
696
Resources Management Corp
Connecticut
$2K – – –
CPBTD
697
Central Pacific Bank - Trust Division
Hawaii
$1.55K – – –
BI
698
Binnacle Investments
Iowa
$1.43K +$1.46K +12 New
RF
699
Rossby Financial
Florida
$1.27K +$1.34K +11 New
NRG
700
Nemes Rush Group
Michigan
$1.07K – – –
26 27
28
29 30