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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
676
Boyd Watterson Asset Management
Ohio
$11.1K – – –
RI
677
Ridgewood Investments
New Jersey
$9.55K – – –
BAM
678
Bellevue Asset Management
Washington
$9.55K – – –
LCM
679
Logan Capital Management
Pennsylvania
$9.47K – – –
SIC
680
SJS Investment Consulting
Ohio
$7.64K – – –
CIAS
681
CBIZ Investment Advisory Services
Ohio
$6.75K – – –
AAMA
682
Advanced Asset Management Advisors
Ohio
$6.49K +$119 +1 +2%
T
683
Transce3nd
Texas
$6.37K – – –
RAM
684
Riggs Asset Management
Pennsylvania
$6.37K +$5.96K +50 New
CFG
685
Chapman Financial Group
Hawaii
$6.36K +$5.96K +50 New
MAM
686
Morse Asset Management
Connecticut
$6.24K – – –
CWP
687
Concord Wealth Partners
Virginia
$6.11K -$715 -6 -11%
SWIM
688
Smallwood Wealth Investment Management
New Jersey
$6.11K +$5.72K +48 New
A
689
Allianz
Germany
$5.86K -$27.5M -230,319 -100%
PIP
690
Peachtree Investment Partners
Florida
$5.65K – – –
MNA
691
Manning & Napier Advisors
New York
$5.38K +$5.01K +42 New
GM
692
GeoWealth Management
Illinois
$5.09K -$954 -8 -17%
MAWAG
693
Mid-American Wealth Advisory Group
Missouri
$4.96K +$4.65K +39 New
PFBT
694
Parkside Financial Bank & Trust
Missouri
$4.46K – – –
JFA
695
JNBA Financial Advisors
Minnesota
$4.11K +$3.81K +32 New
CMP
696
Coston McIsaac & Partners
Maine
$4K -$6.8K -57 -61%
GC
697
Garde Capital
Washington
$3.82K – – –
MSWA
698
Marshall & Sterling Wealth Advisors
New York
$3.1K +$119 +1 +4%
VNA
699
Valley National Advisers
Pennsylvania
$3K – – –
SWIG
700
Strategic Wealth Investment Group
Kentucky
$2.29K +$2.15K +18 New
26 27
28
29 30