VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
451
Capital Advisors Inc
Oklahoma
$782K +$4.39K +25 +0.6%
FWP
452
FAS Wealth Partners
Kansas
$781K +$3.51K +20 +0.4%
WPW
453
Waldron Private Wealth
Pennsylvania
$777K – – –
AC
454
Asio Capital
Kentucky
$774K +$4.39K +25 +0.6%
NCM
455
Next Capital Management
New York
$772K – – –
FFS
456
Founders Financial Securities
Maryland
$769K +$8.42K +48 +1%
PWM
457
Perigon Wealth Management
California
$755K +$5.44K +31 +0.7%
DJYG
458
David J. Yvars Group
Florida
$748K -$10.9K -62 -1%
RW
459
REDW Wealth
New Mexico
$747K – – –
SOAG
460
Silver Oak Advisory Group
Oregon
$746K – – –
PFA
461
Pathway Financial Advisors
Vermont
$733K – – –
GRP
462
Global Retirement Partners
California
$728K -$11.8K -67 -2%
SWM
463
SeaCrest Wealth Management
New York
$725K +$7.19K +41 +1%
PFG
464
Pacific Financial Group
Washington
$723K – – –
MCM
465
Morton Capital Management
California
$719K – – –
UAS
466
United Asset Strategies
New York
$719K +$114K +647 +19%
MFG
467
Merit Financial Group
Georgia
$714K -$245K -1,396 -25%
AFS
468
Annapolis Financial Services
Maryland
$713K +$77.2K +440 +12%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$707K -$16.3K -93 -2%
GF
470
Gries Financial
Ohio
$707K – – –
APG
471
Abacus Planning Group
South Carolina
$706K -$63K -359 -8%
SL
472
Salomon & Ludwin
Virginia
$694K – – –
AMM
473
American Money Management
California
$694K +$1.23K +7 +0.2%
EA
474
Eudaimonia Advisors
Tennessee
$685K +$1.75K +10 +0.3%
ACM
475
Advisors Capital Management
New Jersey
$683K +$39.3K +224 +6%
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