We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
251
Waldron Private Wealth
Pennsylvania
$584K
TPW
252
Transatlantique Private Wealth
New York
$581K +$635K +7,515 New
MCM
253
MAI Capital Management
Ohio
$580K -$332K -3,931 -34%
SPC
254
Sigma Planning Corp
Michigan
$570K -$89K -1,054 -12%
RWIA
255
Roger Wittlin Investment Advisory
California
$569K +$1.52K +18 +0.2%
BRWA
256
B. Riley Wealth Advisors
Florida
$565K -$78K -924 -11%
CW
257
CreativeOne Wealth
Kansas
$564K -$771K -9,128 -56%
NRI
258
NFP Retirement Inc
California
$561K +$26.6K +315 +5%
Brown Advisory
259
Brown Advisory
Maryland
$559K +$36.3K +430 +6%
US Bancorp
260
US Bancorp
Minnesota
$556K +$3.21K +38 +0.5%
IA
261
IFP Advisors
Florida
$553K
CWM
262
Cornerstone Wealth Management
Missouri
$548K +$49.6K +587 +9%
CWM
263
Collaborative Wealth Management
Florida
$546K +$597K +7,068 New
CTC
264
Chai Trust Company
Illinois
$530K +$580K +6,866 New
CFA
265
Cahill Financial Advisors
Minnesota
$529K
SCM
266
Spreng Capital Management
Ohio
$523K -$94.6K -1,120 -14%
BA
267
Bluesphere Advisors
Pennsylvania
$521K -$178K -2,110 -24%
FTS
268
Fifth Third Securities
Ohio
$518K +$567K +6,714 New
ACM
269
Ategra Capital Management
Virginia
$512K +$357K +4,233 +176%
GGS
270
Galvin Gaustad & Stein
Arizona
$503K -$13K -154 -2%
MA
271
MAS Advisors
Florida
$501K +$207K +2,453 +61%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$499K +$545K +6,459 New
GVAG
273
Great Valley Advisor Group
Delaware
$497K +$156K +1,853 +40%
VVP
274
Venture Visionary Partners
Ohio
$493K +$84 +1 +0%
BOPW
275
Brandywine Oak Private Wealth
Pennsylvania
$487K -$105K -1,241 -16%