We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
Argent Wealth Management
Massachusetts
$496K – – –
PWA
327
Physician Wealth Advisors
Utah
$495K +$88.4K +629 +20%
CPIG
328
Chicago Partners Investment Group
Illinois
$488K +$23.7K +169 +5%
PFA
329
Pathway Financial Advisors
Vermont
$480K -$1.66M -11,800 -74%
IFG
330
Independent Financial Group
California
$477K +$565K +4,024 New
PWW
331
Pettyjohn Wood & White
Virginia
$476K -$19.1K -136 -3%
CHC
332
City Holding Co
West Virginia
$476K – – –
AAS
333
Avantax Advisory Services
Texas
$471K -$71.4K -508 -11%
HB
334
Homrich & Berg
Georgia
$466K -$9.41K -67 -2%
PWM
335
Perigon Wealth Management
California
$459K +$108K +772 +27%
FWP
336
FAS Wealth Partners
Kansas
$456K – – –
CGL
337
Clarius Group LLC
Washington
$449K – – –
CFGS
338
Concourse Financial Group Securities
Alabama
$446K +$11.7K +83 +2%
BO
339
Bank OZK
Arkansas
$445K -$33K -235 -6%
SHGA
340
Sand Hill Global Advisors
California
$443K – – –
RWP
341
RWA Wealth Partners
Massachusetts
$441K +$523K +3,724 New
DWT
342
Dorsey & Whitney Trust
South Dakota
$437K – – –
BRWA
343
B. Riley Wealth Advisors
Florida
$436K -$29.1K -207 -5%
FCFC
344
First Commonwealth Financial Corp
Pennsylvania
$432K +$512K +3,646 New
UBV
345
United Bank (Virginia)
Virginia
$431K – – –
CIC
346
Carnegie Investment Counsel
Ohio
$430K +$36.1K +257 +8%
SWM
347
SigFig Wealth Management
California
$429K +$67.4K +480 +15%
FNT
348
First National Trust
Pennsylvania
$429K +$211K +1,499 +71%
TIM
349
Total Investment Management
Arizona
$428K +$177K +1,261 +54%
VNA
350
Valley National Advisers
Pennsylvania
$423K -$29.6K -211 -6%
12 13
14
15 16