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Vanguard Financials ETF
VFH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Penobscot Wealth Management
76
Penobscot Wealth Management
Maine
USD 6.35 M +USD 130 k +1,018 +2%
Curran Financial Partners
77
Curran Financial Partners
South Carolina
USD 6.34 M +USD 6.15 M +48,196 Nuevas
Integrated Wealth Concepts
78
Integrated Wealth Concepts
Massachusetts
USD 6.34 M +USD 16.6 k +130 +0.3%
Theory Financial
79
Theory Financial
Colorado
USD 6.16 M -USD 143 k -1,119 -2%
AlphaCore Capital
80
AlphaCore Capital
California
USD 6.16 M -USD 323 k -2,532 -5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
USD 6.13 M -USD 242 k -1,894 -4%
Equitable Holdings
82
Equitable Holdings
New York
USD 6.08 M -USD 585 k -4,584 -9%
Merit Financial Group
83
Merit Financial Group
Georgia
USD 6.06 M -USD 10.8 k -85 -0.2%
Wall Street Financial Group
84
Wall Street Financial Group
Illinois
USD 5.92 M +USD 170 k +1,330 +3%
Harper Investing
85
Harper Investing
California
USD 5.88 M +USD 638 k +4,998 +13%
LMG Wealth Partners
86
LMG Wealth Partners
Louisiana
USD 5.74 M +USD 355 k +2,783 +7%
Cascade Financial Partners
87
Cascade Financial Partners
California
USD 5.57 M +USD 560 k +4,388 +12%
Bartlett & Co Wealth Management
88
Bartlett & Co Wealth Management
Ohio
USD 5.57 M – – –
Frank Rimerman Advisors
89
Frank Rimerman Advisors
California
USD 5.47 M -USD 746 k -5,847 -12%
Natixis Advisors
90
Natixis Advisors
Massachusetts
USD 5.4 M -USD 28.1 k -220 -0.5%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
USD 5.31 M +USD 231 k +1,808 +5%
SCI
92
Silver Coast Investments
United States
USD 5.21 M +USD 105 k +824 +2%
Foundations Investment Advisors
93
Foundations Investment Advisors
Arizona
USD 5.16 M +USD 256 k +2,010 +5%
NAMP
94
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 5.06 M +USD 12.1 k +95 +0.3%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
USD 5.05 M -USD 7.04 M -55,152 -59%
MAI Capital Management
96
MAI Capital Management
Ohio
USD 4.98 M +USD 843 k +6,607 +21%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
USD 4.82 M -USD 82.2 k -644 -1%
Anchor Investment Management
98
Anchor Investment Management
South Carolina
USD 4.81 M +USD 71.6 k +561 +2%
Quaker Wealth Management
99
Quaker Wealth Management
New Jersey
USD 4.81 M +USD 135 k +1,057 +3%
Waverly Advisors
100
Waverly Advisors
Alabama
USD 4.53 M +USD 612 k +4,795 +16%
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