VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
326
Sax Wealth Advisors
New Jersey
$4.71M +$286K +916 +7%
WPW
327
Watershed Private Wealth
Illinois
$4.62M -$9.99K -32 -0.2%
AFP
328
ATLas Financial Planning
Georgia
$4.6M +$4.57M +14,620 New
STA
329
Summit Trail Advisors
New York
$4.6M -$4.63M -14,841 -50%
PWA
330
PCG Wealth Advisors
Kansas
$4.58M +$433K +1,387 +11%
AL
331
Aspiriant LLC
California
$4.55M -$73.7K -236 -2%
FNBOO
332
First National Bank of Omaha
Nebraska
$4.54M +$4.47M +14,326 New
FA
333
Fountainhead AM
New Jersey
$4.51M -$44.5M -142,512 -91%
ECA
334
Elevation Capital Advisory
Oregon
$4.5M +$4.46M +14,289 New
CG
335
Caprock Group
Idaho
$4.47M -$59K -189 -1%
EWM
336
Evercore Wealth Management
New York
$4.44M -$19.4K -62 -0.4%
TFCP
337
Twin Focus Capital Partners
Massachusetts
$4.42M – – –
FCG
338
Financial Connections Group
California
$4.4M -$5.31K -17 -0.1%
SF
339
SWP Financial
California
$4.35M -$35.9K -115 -0.8%
IFA
340
Interactive Financial Advisors
Illinois
$4.3M -$376K -1,204 -8%
AWM
341
Adams Wealth Management
Utah
$4.2M -$238K -762 -5%
CI
342
CacheTech Inc
Utah
$4.2M -$238K -762 -5%
SA
343
SoundView Advisors
Washington
$4.09M +$4.06M +13,010 New
G
344
Gainplan
Michigan
$4.02M -$105K -337 -3%
FA
345
Fiducient Advisors
Illinois
$4M -$278K -891 -7%
EAM
346
Evanson Asset Management
California
$3.96M +$25.9K +83 +0.7%
TC
347
Trust Company
Kansas
$3.95M +$3.23M +10,334 +467%
RM
348
RCW Management
Florida
$3.94M +$3.91M +12,512 New
BFA
349
Bragg Financial Advisors
North Carolina
$3.93M -$109K -348 -3%
TDWM
350
Topel & Distasi Wealth Management
California
$3.91M -$191K -613 -5%
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