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Vanguard Financials ETF
VFH

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
726
Strengthening Families & Communities LLC
Massachusetts
$12.2K +$130 +1 +1%
CT
727
Caldwell Trust
Florida
$12K – – –
OW
728
Olistico Wealth
Oklahoma
$11.7K +$11.4K +88 New
BWAM
729
Boyd Watterson Asset Management
Ohio
$11.6K – – –
ME
730
McIlrath & Eck
Washington
$10.7K +$10.4K +80 New
MSWA
731
Marshall & Sterling Wealth Advisors
New York
$10.7K +$7.14K +55 +220%
BAM
732
Bellevue Asset Management
Washington
$10K – – –
S
733
SignatureFD
Georgia
$8.11K +$7.92K +61 New
SIC
734
SJS Investment Consulting
Ohio
$8.01K – – –
CW
735
Curio Wealth
Maryland
$7.62K +$7.27K +56 New
CIAS
736
CBIZ Investment Advisory Services
Ohio
$7.08K – – –
CFG
737
Chapman Financial Group
Hawaii
$6.72K – – –
RS
738
Rakuten Securities
Japan
$6.67K +$6.37K +49 +4,900%
NMG
739
New Millennium Group
Utah
$6.54K -$520 -4 -8%
MAM
740
Morse Asset Management
Connecticut
$6.54K – – –
MB
741
MidFirst Bank
Oklahoma
$6.41K +$6.24K +48 New
A
742
Allianz
Germany
$6.14K -$17.8M -136,764 -100%
PIP
743
Peachtree Investment Partners
Florida
$5.97K +$130 +1 +2%
HWM
744
HighMark Wealth Management
Minnesota
$4.71K – – –
VNA
745
Valley National Advisers
Pennsylvania
$4K – – –
CMP
746
Coston McIsaac & Partners
Maine
$4K +$130 +1 +3%
KCM
747
Key Capital Management
Tennessee
$2.94K +$2.86K +22 New
CSC
748
Caldwell Sutter Capital
California
$2.54K +$2.47K +19 New
CPBTD
749
Central Pacific Bank - Trust Division
Hawaii
$1.74K – – –
RF
750
Rossby Financial
Florida
$1.47K – – –
28 29
30
31 32