We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$408K -$9.67K -149 -2%
PPA
202
Parametric Portfolio Associates
Washington
$397K -$178K -2,741 -29%
CG
203
Colony Group
Massachusetts
$397K
PCA
204
Personal Capital Advisors
California
$397K +$434K +6,683 New
GLA
205
Good Life Advisors
Pennsylvania
$396K -$136K -2,101 -24%
FAIM
206
Financial Advocates Investment Management
Washington
$396K -$96.8K -1,491 -18%
MHS
207
M Holdings Securities
Oregon
$380K -$11.4K -175 -3%
TC
208
TownSquare Capital
Utah
$375K +$372K +5,732 New
FT
209
Fiduciary Trust
Massachusetts
$370K +$404K +6,225 New
BFEC
210
Benjamin F. Edwards & Company
Missouri
$368K +$87.9K +1,354 +28%
MFG
211
Merit Financial Group
Georgia
$366K -$2.6K -40 -0.6%
BCM
212
Boltwood Capital Management
California
$361K +$396K +6,095 New
FWM
213
Frontier Wealth Management
Missouri
$358K -$132K -2,031 -25%
CHA
214
Carmichael Hill & Associates
Maryland
$357K +$126K +1,942 +48%
AWM
215
AE Wealth Management
Kansas
$353K -$1.67M -25,811 -81%
SS
216
Simplicity Solutions
Minnesota
$353K -$1.34M -20,697 -78%
VIM
217
Vista Investment Management
Pennsylvania
$350K -$34.8K -536 -8%
CWM
218
Confluence Wealth Management
Oregon
$348K
B
219
Bailard
California
$345K +$377K +5,805 New
IFWM
220
Institute for Wealth Management
Colorado
$344K -$844K -13,010 -69%
CA
221
Capital Advantage
California
$339K +$130 +2 +0%
WMA
222
Wealth Management Associates
New Jersey
$337K +$369K +5,684 New
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$337K -$46.7K -719 -11%
MAFM
224
Mid Atlantic Financial Management
Pennsylvania
$327K +$358K +5,513 New
AIM
225
AMI Investment Management
Indiana
$326K +$357K +5,500 New