We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$229K +$33.7K +510 +19%
CAM
302
Cresset Asset Management
Illinois
$228K +$206K +3,127 New
MC
303
Moors & Cabot
Massachusetts
$228K +$207K +3,129 New
FHB
304
First Hawaiian Bank
Hawaii
$228K +$207K +3,130 New
GI
305
GAMCO Investors
Connecticut
$228K +$207K +3,130 New
SAM
306
Secure Asset Management
Michigan
$225K +$204K +3,088 New
WS
307
Wedbush Securities
California
$217K -$50.4K -763 -20%
SSWM
308
Sheets Smith Wealth Management
North Carolina
$217K +$197K +2,981 New
WT
309
Whittier Trust
California
$214K -$6.47K -98 -3%
FFG
310
Frisch Financial Group
New York
$214K +$194K +2,943 New
EWA
311
EP Wealth Advisors
California
$211K +$191K +2,893 New
FFN
312
Focus Financial Network
Minnesota
$211K +$191K +2,892 New
MSFS
313
Main Street Financial Solutions
Pennsylvania
$210K +$190K +2,883 New
BBA
314
BLB&B Advisors
Pennsylvania
$209K +$189K +2,866 New
JPLA
315
Joseph P. Lucia & Associates
New York
$208K +$188K +2,855 New
MCM
316
MAI Capital Management
Ohio
$208K +$189K +2,860 New
CCA
317
Clearwater Capital Advisors
Illinois
$206K -$233K -3,529 -56%
CBFP
318
Cedar Brook Financial Partners
Ohio
$201K +$182K +2,761 New
HCIA
319
Hochman Cole Investment Advisors
Illinois
$200K +$181K +2,749 New
BWA
320
BDO Wealth Advisors
Florida
$197K -$16.8K -255 -9%
CG
321
Cutler Group
California
$182K +$165K +2,500 New
GLLW
322
Graves Light Lenhart Wealth
Virginia
$152K +$138K +2,087 New
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$147K -$19.7K -299 -14%
GWM
324
Geneos Wealth Management
Colorado
$132K +$384K +5,814 +764%
EDRH
325
Edmond de Rothschild Holding
Switzerland
$131K