We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$477K +$243K +4,031 +112%
MCWS
152
McKinley Carter Wealth Services
West Virginia
$462K -$11.3K -187 -2%
US Bancorp
153
US Bancorp
Minnesota
$461K -$50.7K -840 -10%
CWM
154
Confluence Wealth Management
Oregon
$452K
GLRA
155
Gerald L. Ray & Associates
Texas
$450K
SWP
156
Stratos Wealth Partners
Ohio
$445K +$110K +1,825 +35%
TH
157
Timber Hill
Connecticut
$444K -$294K -4,860 -41%
FHC
158
First Heartland Consultants
Missouri
$442K -$7.55K -125 -2%
DWM
159
Doyle Wealth Management
Florida
$433K -$1.09K -18 -0.3%
ACI
160
Alpha Cubed Investments
California
$376K +$15.1K +250 +4%
CCM
161
Consolidated Capital Management
California
$365K +$7.73K +128 +2%
NWM
162
Northwest Wealth Management
Iowa
$362K
CC
163
Callan Capital
California
$351K +$62.9K +1,042 +23%
Citadel Advisors
164
Citadel Advisors
Florida
$349K +$337K +5,578 New
CWM
165
Cornerstone Wealth Management
Missouri
$348K +$16.3K +270 +5%
WPC
166
Waters Parkerson & Co
Louisiana
$338K
DADC
167
D.A. Davidson & Co
Montana
$328K -$2.12M -35,029 -87%
CFB
168
Cullen/Frost Bankers
Texas
$294K
BFO
169
Boston Family Office
Massachusetts
$291K +$1.51K +25 +0.5%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$286K
WA
171
WP Advisors
California
$281K -$29.2K -484 -10%
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$279K
EVM
173
Eaton Vance Management
Massachusetts
$276K
CG
174
Caprock Group
Idaho
$270K +$17.2K +285 +7%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$268K -$23.3K -385 -8%