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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
676
Provenance Wealth Advisors
Florida
$22.6K – – –
DF
677
DecisionPoint Financial
Arizona
$20.4K – – –
LWM
678
Lodestone Wealth Management
Washington
$19.8K – – –
CAL
679
Capital Advisors Ltd
Ohio
$19K – – –
AEPWM
680
Atlantic Edge Private Wealth Management
Florida
$18.1K – – –
NRG
681
Nemes Rush Group
Michigan
$16.7K – – –
MLA
682
MB, Levis & Associates
Pennsylvania
$16.6K – – –
CFFP
683
Center for Financial Planning
Michigan
$16.4K – – –
AGWCA
684
Annis Gardner Whiting Capital Advisors
Florida
$15.7K – – –
NF
685
Napier Financial
Massachusetts
$15.7K +$16.6K +130 New
GWS
686
Glassman Wealth Services
Virginia
$15.3K – – –
T
687
Tidemark
California
$15.1K +$1.27K +10 +9%
GWS
688
Greykasell Wealth Strategies
California
$15.1K -$6.76K -53 -30%
S
689
SignatureFD
Georgia
$15K +$8.03K +63 +103%
FWP
690
FAS Wealth Partners
Kansas
$14.9K – – –
BIAS
691
Beacon Investment Advisory Services
New Jersey
$14.8K +$15.6K +122 New
BW
692
Bravera Wealth
North Dakota
$14.7K – – –
FPF
693
First Pacific Financial
Washington
$14.7K – – –
TCOT
694
Trust Company of Toledo
Ohio
$14.5K – – –
FCT
695
First Community Trust
Iowa
$14.5K +$15.3K +120 New
GEA
696
Glen Eagle Advisors
New Jersey
$14.2K – – –
NFSG
697
Newbridge Financial Services Group
Florida
$13.9K – – –
ACM
698
Anfield Capital Management
California
$13.4K – – –
PGAM
699
Princeton Global Asset Management
New Jersey
$13.4K – – –
AWM
700
Ameliora Wealth Management
Switzerland
$12.9K – – –
26 27
28
29 30