We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Concert Wealth Management
California
$202K +$201K +2,029 New
GWS
252
Glassman Wealth Services
Virginia
$196K
ASN
253
Advisory Services Network
Georgia
$181K +$693 +7 +0.4%
JWM
254
Jacobus Wealth Management
Wisconsin
$165K
QAM
255
QCI Asset Management
New York
$165K
CAW
256
Cornerstone Advisors (Washington)
Washington
$158K
MWP
257
MYCIO Wealth Partners
Pennsylvania
$152K +$84.5K +853 +126%
SIC
258
Salem Investment Counselors
North Carolina
$142K +$142K +1,430 New
PG
259
Patten Group
Tennessee
$137K
PWM
260
Perigon Wealth Management
California
$130K -$7.43K -75 -5%
TDC
261
Thompson Davis & Co
Virginia
$129K -$29.7K -300 -23%
FHA
262
First Horizon Advisors
Tennessee
$124K -$6.04K -61 -5%
Bessemer Group
263
Bessemer Group
New Jersey
$119K
BBPWM
264
Blue Bell Private Wealth Management
Pennsylvania
$115K
RCA
265
Rowland Carmichael Advisors
Arizona
$101K -$1.29K -13 -1%
SFPM
266
Sensible Financial Planning & Management
Massachusetts
$101K
WTB
267
Washington Trust Bank
Washington
$98K -$14.5K -146 -13%
SIM
268
Sonora Investment Management
Arizona
$92.5K +$594 +6 +0.6%
KF
269
Krilogy Financial
Missouri
$85K +$396 +4 +0.5%
AA
270
AlphaMark Advisors
Kentucky
$79K
TSW
271
Thompson Siegel & Walmsley
Virginia
$73K
SSB
272
Sandy Spring Bank
Maryland
$70K
First Manhattan
273
First Manhattan
New York
$69K
JWA
274
JFS Wealth Advisors
Pennsylvania
$59K -$1.78K -18 -3%
ZB
275
Zions Bancorporation
Utah
$59K