We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
Murphy Capital Management
New Jersey
$415K
BWL
327
Bogart Wealth LLC
Virginia
$415K +$15.3K +157 +4%
OBWG
328
Onyx Bridge Wealth Group
New York
$414K +$192K +1,971 +87%
PCIA
329
Prime Capital Investment Advisors
Kansas
$413K +$184K +1,890 +79%
SFA
330
Sequoia Financial Advisors
Ohio
$412K +$416K +4,265 New
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$410K +$20K +205 +5%
CC
332
Courier Capital
New York
$405K -$48.7K -500 -11%
BTIM
333
BancFirst Trust & Investment Management
Oklahoma
$398K +$402K +4,125 New
PA
334
PFG Advisors
Arizona
$395K +$9.94K +102 +3%
MFC
335
Morris Financial Concepts
South Carolina
$395K +$398K +4,087 New
PAS
336
Park Avenue Securities
New York
$394K -$1.85K -19 -0.5%
TCWM
337
Total Clarity Wealth Management
Illinois
$393K -$16K -164 -4%
WIA
338
World Investment Advisors
California
$392K +$384K +3,939 New
IAMOG
339
Investors Asset Management of Georgia
Georgia
$390K
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$387K -$35.7K -366 -8%
HWA
341
HHM Wealth Advisors
Tennessee
$386K +$195K +2,000 +100%
FHA
342
Flagship Harbor Advisors
Massachusetts
$385K -$31.7K -325 -8%
VIM
343
Vista Investment Management
Pennsylvania
$385K +$17K +174 +5%
CAG
344
Crestwood Advisors Group
Massachusetts
$384K
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$381K
WFA
346
WMG Financial Advisors
Tennessee
$379K +$381K +3,913 New
FCA
347
FinTrust Capital Advisors
South Carolina
$376K -$11K -113 -3%
CAM
348
Cresset Asset Management
Illinois
$369K +$56.1K +576 +18%
MFGM
349
Marshall Financial Group (Maryland)
Maryland
$366K -$41.8K -429 -10%
MF
350
Montis Financial
Massachusetts
$360K