We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
326
Diversify Advisory Services
Utah
$620K +$568K +4,453 New
DWM
327
Diversify Wealth Management
Utah
$620K +$568K +4,453 New
LIWM
328
Long Island Wealth Management
New York
$616K +$638 +5 +0.1%
MAM
329
Mystic Asset Management
Rhode Island
$614K +$10.2K +80 +2%
CBU
330
CIBC Bancorp USA
Illinois
$611K -$80.5K -631 -12%
MFG
331
Mosaic Financial Group
Illinois
$610K +$893 +7 +0.2%
SWP
332
Stratos Wealth Partners
Ohio
$600K +$33.6K +263 +6%
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$599K -$19K -149 -3%
KeyBank National Association
334
KeyBank National Association
Ohio
$594K +$180K +1,411 +45%
WAS
335
Winch Advisory Services
Wisconsin
$594K +$3.7K +29 +0.6%
PIA
336
Petredis Investment Advisors
Pennsylvania
$594K – – –
SIAG
337
Safeguard Investment Advisory Group
California
$592K -$84.8K -665 -13%
AWM
338
AE Wealth Management
Kansas
$586K -$32.4K -254 -5%
HA
339
Hanover Advisors
South Carolina
$584K -$18.2K -143 -3%
IA
340
IFG Advisory
Georgia
$582K +$564K +4,421 New
IC
341
IEQ Capital
California
$580K -$6.27M -49,153 -92%
MWM
342
Modern Wealth Management
Kansas
$579K +$262K +2,057 +88%
SFA
343
Sequoia Financial Advisors
Ohio
$577K -$93.8K -735 -14%
BAM
344
Belpointe Asset Management
Nevada
$574K -$4.47K -35 -0.8%
FHA
345
Flagship Harbor Advisors
Massachusetts
$573K -$95.3K -747 -15%
KCM
346
Kathmere Capital Management
Pennsylvania
$572K -$45.4K -356 -8%
HCC
347
Hirtle Callaghan & Co
Pennsylvania
$569K – – –
HHCP
348
Hilton Head Capital Partners
South Carolina
$568K -$3.96K -31 -0.7%
SG
349
StoneX Group
New York
$568K -$88.9K -697 -14%
CFGSD
350
Compass Financial Group (South Dakota)
South Dakota
$567K +$1.79K +14 +0.3%