VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
601
Optimum Investment Advisors
Illinois
$11K – – –
RWPA
602
Richard W. Paul & Associates
Michigan
$10.9K – – –
CMP
603
Coston McIsaac & Partners
Maine
$10K +$106 +1 +1%
SFCL
604
Strengthening Families & Communities LLC
Massachusetts
$9.78K – – –
BWAM
605
Boyd Watterson Asset Management
Ohio
$9.67K – – –
JIP
606
Jaffetilchin Investment Partners
Florida
$9.56K +$9.22K +87 New
CPA
607
Cardiff Park Advisors
California
$9.45K – – –
ME
608
McIlrath & Eck
Washington
$8.79K – – –
BAM
609
Bellevue Asset Management
Washington
$8.24K – – –
RI
610
Ridgewood Investments
New Jersey
$8.24K – – –
LCM
611
Logan Capital Management
Pennsylvania
$8.02K – – –
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$7.69K -$2.12K -20 -29%
PFA
613
Pathway Financial Advisers
Indiana
$7.38K – – –
RS
614
Rakuten Securities
Japan
$6.59K – – –
SIC
615
SJS Investment Consulting
Ohio
$6.59K – – –
CIAS
616
CBIZ Investment Advisory Services
Ohio
$5.83K – – –
PGAM
617
Princeton Global Asset Management
New Jersey
$5.5K -$2.33K -22 -31%
AWM
618
Abound Wealth Management
Tennessee
$5.39K – – –
SWC
619
Spectrum Wealth Counsel
Indiana
$5.39K – – –
MAM
620
Morse Asset Management
Connecticut
$5.39K +$5.19K +49 New
TAM
621
Tucker Asset Management
Colorado
$4.95K – – –
WBC
622
West Branch Capital
Massachusetts
$4.95K – – –
PIP
623
Peachtree Investment Partners
Florida
$4.84K +$4.66K +44 New
BTI
624
Blue Trust Inc
Georgia
$4.22K – – –
VNA
625
Valley National Advisers
Pennsylvania
$3K – – –