We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
476
Regal Investment Advisors
Michigan
$206K +$197K +1,391 New
Millennium Management
477
Millennium Management
New York
$205K -$618K -4,372 -76%
CRC
478
Curi RMB Capital
Illinois
$203K +$194K +1,370 New
Bessemer Group
479
Bessemer Group
New Jersey
$177K
CF
480
Centaurus Financial
California
$167K +$160K +1,130 New
GRP
481
Global Retirement Partners
California
$158K -$2.26K -16 -1%
SPIA
482
Steward Partners Investment Advisory
New York
$158K +$66.8K +472 +78%
WCM
483
Wealthcare Capital Management
Virginia
$155K
RE
484
RBC Europe
United Kingdom
$153K
SIC
485
Salem Investment Counselors
North Carolina
$150K -$6.37K -45 -4%
CA
486
CXI Advisors
Indiana
$136K +$130K +919 New
BL
487
Balentine LLC
Georgia
$130K -$88.8K -628 -42%
MCM
488
Manchester Capital Management
Vermont
$122K
BHWM
489
Bay Harbor Wealth Management
Maryland
$118K
MCWS
490
McKinley Carter Wealth Services
West Virginia
$115K +$110K +779 New
ADL
491
Asset Dedication LLC
California
$109K
HF
492
Halpern Financial
Virginia
$108K +$103K +730 New
LPIC
493
LeJeune Puetz Investment Counsel
Michigan
$107K -$17.7K -125 -15%
CHAM
494
Clear Harbor Asset Management
Connecticut
$105K +$101K +713 New
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.6K +$22.6K +160 +32%
TSW
496
Thompson Siegel & Walmsley
Virginia
$95K
PA
497
PSI Advisors
Florida
$92K +$88.6K +626 New
EWM
498
Edge Wealth Management
New York
$90K -$9.9K -70 -10%
IA
499
IFP Advisors
Florida
$89K -$8.21K -58 -9%
LWA
500
Lenox Wealth Advisors
New York
$88K +$19.1K +135 +29%