We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
376
Institute for Wealth Management
Colorado
$256K +$331 +4 +0.1%
MG
377
Mather Group
Illinois
$256K -$54.5K -659 -18%
BAM
378
Belpointe Asset Management
Nevada
$255K +$2.15K +26 +0.8%
KeyBank National Association
379
KeyBank National Association
Ohio
$255K
NEWAS
380
N.E.W. Advisory Services
Wisconsin
$253K
KFGK
381
Keystone Financial Group (Kentucky)
Kentucky
$251K +$26.9K +326 +12%
WS
382
Wedbush Securities
California
$251K +$744 +9 +0.3%
JHCP
383
Jackson Hole Capital Partners
Oklahoma
$251K
GCM
384
Gallacher Capital Management
Colorado
$246K +$246K +2,974 New
RMDI
385
R.M. Davis Inc
Maine
$244K +$3.31K +40 +1%
RDWM
386
Red Door Wealth Management
Tennessee
$242K +$2.48K +30 +1%
DC
387
Davenport & Co
Virginia
$240K -$21.1K -255 -8%
FA
388
Flagstar Advisors
New York
$240K
AWA
389
Amplius Wealth Advisors
Pennsylvania
$239K +$9.91K +120 +4%
SEIA
390
Signature Estate & Investment Advisors
California
$237K -$38.8K -469 -14%
FHA
391
Flagship Harbor Advisors
Massachusetts
$236K +$2.07K +25 +0.9%
ACS
392
Archford Capital Strategies
Illinois
$236K
EHAM
393
Eagle Harbor Asset Management
Washington
$236K
SFA
394
Sequoia Financial Advisors
Ohio
$235K -$77.8K -942 -25%
CBFP
395
Cedar Brook Financial Partners
Ohio
$233K +$1.98K +24 +0.9%
CWM
396
Congress Wealth Management
Massachusetts
$229K -$3.54M -42,894 -94%
RF
397
Rollins Financial
Georgia
$227K +$227K +2,748 New
BWP
398
Bernardo Wealth Planning
Pennsylvania
$227K +$227K +2,747 New
CIA
399
Capital Investment Advisors
Georgia
$227K +$227K +2,742 New
HI
400
Harbour Investments
Wisconsin
$227K -$2.81K -34 -1%