We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
451
Liberty Wealth Management
California
$761K +$750K +3,653 New
GLA
452
Good Life Advisors
Pennsylvania
$760K -$212K -1,031 -22%
AFS
453
Annapolis Financial Services
Maryland
$760K -$12.9K -63 -2%
UBV
454
United Bank (Virginia)
Virginia
$758K – – –
NOI
455
Newton One Investments
Delaware
$750K – – –
ICP
456
Interchange Capital Partners
Pennsylvania
$750K +$822 +4 +0.1%
IC
457
Inverness Counsel
New York
$747K – – –
RWP
458
RWA Wealth Partners
Massachusetts
$745K – – –
AW
459
ACG Wealth
Georgia
$744K +$3.49K +17 +0.5%
EFS
460
Essex Financial Services
Connecticut
$742K -$20.7K -101 -3%
GEA
461
Glen Eagle Advisors
New Jersey
$738K – – –
CIC
462
Carnegie Investment Counsel
Ohio
$736K -$23.4K -114 -3%
MFG
463
Merit Financial Group
Georgia
$734K -$21.8K -106 -3%
BO
464
Bank OZK
Arkansas
$734K – – –
BDF
465
Balasa Dinverno & Foltz
$724K -$19.5K -95 -3%
UAS
466
United Asset Strategies
New York
$722K -$91.2K -444 -11%
OC
467
Oakworth Capital
Alabama
$719K – – –
FWTB
468
First Western Trust Bank
Colorado
$713K +$693K +3,375 New
CPIG
469
Chicago Partners Investment Group
Illinois
$708K +$2.26K +11 +0.3%
CL
470
CPWM LLC
Washington
$706K -$112K -544 -14%
AWM
471
Aspire Wealth Management
Massachusetts
$699K +$272K +1,323 +65%
CHA
472
Carmichael Hill & Associates
Maryland
$696K +$616 +3 +0.1%
SBIA
473
Sheaff Brock Investment Advisors
Indiana
$695K +$138K +670 +25%
CAM
474
Cozad Asset Management
Illinois
$693K -$56.5K -275 -8%
DFC
475
DBK Financial Counsel
Ohio
$692K – – –
17 18
19
20 21