We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Tortoise Investment Management
New York
$637K -$128K -1,030 -16%
SEIA
252
Signature Estate & Investment Advisors
California
$635K
GD
253
Grandfield & Dodd
New York
$630K
MG
254
McCutchen Group
Washington
$624K
BCP
255
Berkeley Capital Partners
Georgia
$624K +$25K +202 +4%
PO
256
Private Ocean
California
$604K -$91.9K -742 -12%
TNB
257
Thomasville National Bank
Georgia
$601K +$1.24K +10 +0.2%
CA
258
Claro Advisors
Massachusetts
$600K +$557K +4,495 New
FA
259
FCG Advisors
New Jersey
$574K +$82.8K +669 +15%
CGL
260
Clarius Group LLC
Washington
$555K -$20.2K -163 -3%
KWM
261
Kingsview Wealth Management
Oregon
$546K -$45.6K -368 -7%
MFT
262
Moisand Fitzgerald Tamayo
Florida
$542K -$17.7K -143 -3%
NNP
263
Nachman Norwood & Parrott
South Carolina
$540K +$582K +4,703 New
OCM
264
One Capital Management
California
$539K +$1.24K +10 +0.2%
EWMCB
265
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$532K
B
266
Bailard
California
$528K
ASN
267
Advisory Services Network
Georgia
$526K -$28.8K -233 -5%
First Manhattan
268
First Manhattan
New York
$519K +$96K +775 +21%
FMWA
269
Forvis Mazars Wealth Advisors
Missouri
$517K
BWP
270
Bernardo Wealth Planning
Pennsylvania
$516K +$556K +4,491 New
OC
271
Oppenheimer & Co
New York
$512K -$153K -1,239 -22%
NCM
272
Next Capital Management
New York
$509K +$548K +4,429 New
PWW
273
Pettyjohn Wood & White
Virginia
$504K -$11.4K -92 -2%
GWS
274
Glassman Wealth Services
Virginia
$503K
ACP
275
Ashfield Capital Partners
California
$494K