We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Perigon Wealth Management
California
$723K -$84.7K -465 -11%
CWM
477
Cahaba Wealth Management
Georgia
$718K -$166K -910 -19%
BLC
478
Brown, Lisle/Cummings
Rhode Island
$715K +$697K +3,830 New
FOFP
479
Fee-Only Financial Planning
South Carolina
$713K
MWM
480
Meridian Wealth Management
Kentucky
$713K +$42.6K +234 +7%
EA
481
Eudaimonia Advisors
Tennessee
$710K -$24.4K -134 -3%
BIA
482
Bell Investment Advisors
California
$709K +$1.27K +7 +0.2%
CIA
483
Choate Investment Advisors
Massachusetts
$707K
CWAF
484
Core Wealth Advisors (Florida)
Florida
$706K
EFS
485
Essex Financial Services
Connecticut
$702K +$364 +2 +0.1%
Financial Engines Advisors
486
Financial Engines Advisors
California
$699K +$173K +952 +34%
ICP
487
Interchange Capital Partners
Pennsylvania
$696K +$36.8K +202 +6%
GRP
488
Global Retirement Partners
California
$690K -$85.9K -472 -11%
SHGA
489
Sand Hill Global Advisors
California
$689K
LWM
490
Liberty Wealth Management
California
$689K +$671K +3,688 New
VF
491
VitalStone Financial
Texas
$688K +$15.7K +86 +3%
IWM
492
Iams Wealth Management
Nebraska
$688K +$680K +3,732 New
VHAM
493
Van Hulzen Asset Management
California
$685K +$121K +667 +22%
MCM
494
Morton Capital Management
California
$683K -$86.3K -474 -11%
RCAG
495
Rehmann Capital Advisory Group
Michigan
$682K +$10.7K +59 +2%
PI
496
Pachira Investments
California
$675K +$5.83K +32 +0.9%
NOI
497
Newton One Investments
Delaware
$674K +$2.55K +14 +0.4%
GEA
498
Glen Eagle Advisors
New Jersey
$672K
MFT
499
Moisand Fitzgerald Tamayo
Florida
$671K
WFAG
500
Wescott Financial Advisory Group
Pennsylvania
$660K -$37.3K -205 -5%