We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFG Advisory
Georgia
$2.89M -$132K -752 -4%
PP
252
PrairieView Partners
Minnesota
$2.84M
IWC
253
Integrated Wealth Concepts
Massachusetts
$2.83M -$101K -576 -3%
MC
254
Mathes Company
New York
$2.79M
BMCM
255
Bryn Mawr Capital Management
Pennsylvania
$2.79M +$2.81M +16,006 New
CP
256
Capital Planning
Washington
$2.76M +$180K +1,024 +7%
Millennium Management
257
Millennium Management
New York
$2.75M +$2.77M +15,798 New
STA
258
Summit Trail Advisors
New York
$2.74M
FCG
259
Financial Connections Group
California
$2.73M -$129K -736 -4%
SAMT
260
Select Asset Management & Trust
Pennsylvania
$2.71M -$198K -1,129 -7%
FHA
261
Flagship Harbor Advisors
Massachusetts
$2.7M +$217K +1,238 +9%
SWM
262
SigFig Wealth Management
California
$2.7M -$18.9K -108 -0.7%
OCM
263
One Capital Management
California
$2.69M +$1.05K +6 +0%
FPAS
264
Focus Partners Advisor Solutions
Missouri
$2.67M +$1.48M +8,438 +122%
IFA
265
Interactive Financial Advisors
Illinois
$2.66M +$143K +813 +6%
CF
266
Cantor Fitzgerald
New York
$2.63M -$351K -2,001 -12%
AIS
267
American Investment Services
Massachusetts
$2.62M +$9.65K +55 +0.4%
WFA
268
Wells Financial Advisors
Massachusetts
$2.62M -$66.8K -381 -2%
GWP
269
Gateway Wealth Partners
Wisconsin
$2.61M +$2.63M +15,011 New
WPW
270
Watershed Private Wealth
Illinois
$2.6M +$2.62M +14,924 New
AWM
271
Abound Wealth Management
Tennessee
$2.56M -$146K -832 -5%
RTC
272
Riverview Trust Company
Washington
$2.56M
TWD
273
True Wealth Design
Ohio
$2.55M +$2.56M +14,613 New
LWA
274
LWS Wealth Advisors
New Jersey
$2.5M +$1.58K +9 +0.1%
PAS
275
Park Avenue Securities
New York
$2.38M -$485K -2,764 -17%