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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
726
Prestige Wealth Management Group
New Jersey
$11.3K +$11K +86 New
MSWA
727
Marshall & Sterling Wealth Advisors
New York
$10.5K – – –
LCM
728
Logan Capital Management
Pennsylvania
$9.98K +$9.7K +76 New
BAM
729
Bellevue Asset Management
Washington
$9.87K – – –
EF
730
Entrust Financial
Pennsylvania
$8.55K -$1.28K -10 -13%
SIC
731
SJS Investment Consulting
Ohio
$7.9K – – –
GJIA
732
Glass Jacobson Investment Advisors
Maryland
$7.21K – – –
CFG
733
Chapman Financial Group
Hawaii
$6.69K +$128 +1 +2%
MAM
734
Morse Asset Management
Connecticut
$6.45K – – –
CIAS
735
CBIZ Investment Advisory Services
Ohio
$6.4K – – –
KFAS
736
Keating Financial Advisory Services
Kansas
$5.66K – – –
RFA
737
Register Financial Advisors
Georgia
$5.4K +$5.23K +41 New
OW
738
Olistico Wealth
Oklahoma
$5.13K – – –
PWA
739
Physician Wealth Advisors
Utah
$5K +$4.85K +38 New
HWM
740
HighMark Wealth Management
Minnesota
$4.69K +$128 +1 +3%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$4.61K – – –
FNWA
742
Financial Network Wealth Advisors
Utah
$4.47K +$4.34K +34 New
CFB
743
Cullen/Frost Bankers
Texas
$4.08K -$22.5K -176 -85%
CMP
744
Coston McIsaac & Partners
Maine
$4K – – –
VNA
745
Valley National Advisers
Pennsylvania
$3.95K – – –
LF
746
LifeSteps Financial
California
$3.95K +$3.83K +30 New
RS
747
Rakuten Securities
Japan
$3.69K +$383 +3 +12%
KCM
748
Key Capital Management
Tennessee
$2.9K – – –
TCM
749
Timbuktu Capital Management
Massachusetts
$2.63K +$2.55K +20 New
TSMHT
750
Thurston Springer Miller Herd & Titak
Indiana
$2.24K – – –
28 29
30
31 32