We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
251
Cypress Wealth Services
California
$2.57M
LFP
252
Leeward Financial Partners
Washington
$2.57M -$138K -673 -5%
Neuberger Berman Group
253
Neuberger Berman Group
New York
$2.5M +$172K +835 +7%
NAMP
254
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.48M +$206K +1,001 +9%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$2.48M -$59.4K -289 -2%
MG
256
Mather Group
Illinois
$2.47M +$5.34K +26 +0.2%
GC
257
Garde Capital
Washington
$2.47M -$130K -632 -5%
VCM
258
Versant Capital Management
Arizona
$2.43M
AWS
259
AJ Wealth Strategies
New York
$2.39M +$2.05K +10 +0.1%
BF
260
Blankinship & Foster
California
$2.38M -$50.7K -247 -2%
SSI
261
Scott & Selber Inc
Texas
$2.36M +$3.08K +15 +0.1%
BA
262
Bristlecone Advisors
Washington
$2.34M +$1.44K +7 +0.1%
BFA
263
Beaumont Financial Advisors
Massachusetts
$2.34M +$20.7K +101 +0.9%
NB
264
Nicolet Bankshares
Wisconsin
$2.33M -$20.5K -100 -0.9%
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$2.32M +$115K +560 +5%
CG
266
Caprock Group
Idaho
$2.31M +$2.27M +11,056 New
LSAG
267
Lake Street Advisors Group
New Hampshire
$2.29M -$411 -2 -0%
BFA
268
Bluestem Financial Advisors
Illinois
$2.25M +$15K +73 +0.7%
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$2.24M +$240K +1,170 +12%
OC
270
Oppenheimer & Co
New York
$2.23M +$68.4K +333 +3%
SWM
271
SigFig Wealth Management
California
$2.23M +$705K +3,434 +47%
MSWMA
272
Market Street Wealth Management Advisors
Indiana
$2.22M +$2.19M +10,639 New
BAM
273
Belpointe Asset Management
Nevada
$2.19M -$705K -3,430 -25%
KPWS
274
Kestra Private Wealth Services
Texas
$2.19M -$64.7K -315 -3%
BFO
275
Boston Family Office
Massachusetts
$2.19M