We are live on ! Find out more
VFH icon

Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$838K +$21.5K +274 +3%
SVWAG
202
Sound View Wealth Advisors Group
Georgia
$830K -$136K -1,727 -14%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$820K -$61.5K -783 -7%
WMA
204
Wealth Management Associates
New Jersey
$796K -$19.6K -250 -2%
CB
205
Community Bank
New York
$777K +$33.7K +429 +5%
CW
206
CreativeOne Wealth
Kansas
$777K +$62.7K +799 +9%
AG
207
Ascent Group
Virginia
$773K +$13.1K +167 +2%
TPW
208
Transatlantique Private Wealth
New York
$771K +$41.5K +529 +6%
SWP
209
Stratos Wealth Partners
Ohio
$759K +$59.8K +762 +9%
RFM
210
Royal Fund Management
Florida
$722K +$174K +2,215 +33%
CFGS
211
Concourse Financial Group Securities
Alabama
$715K +$33.9K +432 +5%
BAM
212
BTS Asset Management
Massachusetts
$703K +$26.3K +335 +4%
CG
213
Colony Group
Massachusetts
$703K -$24.6K -314 -4%
GFP
214
Gryphon Financial Partners
Ohio
$695K +$12.2K +155 +2%
DI
215
DAGCO Inc
Ohio
$678K -$156K -1,985 -19%
Bessemer Group
216
Bessemer Group
New Jersey
$675K -$63.8M -813,425 -99%
B
217
Bailard
California
$666K -$181K -2,309 -22%
OCPWS
218
One Charles Private Wealth Services
Massachusetts
$665K +$172K +2,190 +37%
SIAG
219
Safeguard Investment Advisory Group
California
$659K -$61.5K -784 -9%
TF
220
TIAA FSB
Florida
$648K -$51.4K -655 -8%
BEAM
221
Baker Ellis Asset Management
Washington
$639K -$212K -2,700 -26%
CB
222
Commerce Bank
Missouri
$637K -$17.3K -221 -3%
William Blair & Company
223
William Blair & Company
Illinois
$634K -$790K -10,062 -56%
NRI
224
NFP Retirement Inc
California
$618K -$39.1K -498 -6%
US Bancorp
225
US Bancorp
Minnesota
$611K -$57.5K -733 -9%