We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
601
Heritage Investors Management Corp
Maryland
$215K
MA
602
MBA Advisors
Pennsylvania
$215K +$210K +1,160 New
BAM
603
Belpointe Asset Management
Nevada
$213K -$29K -160 -12%
FMW
604
Farr Miller & Washington
District of Columbia
$212K -$24.8K -137 -11%
BPA
605
Beacon Pointe Advisors
California
$211K -$5.07K -28 -2%
FFG
606
Fullen Financial Group
Ohio
$210K +$205K +1,133 New
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$208K
WJA
608
Willis Johnson & Associates
Texas
$207K +$203K +1,119 New
GRP
609
Global Retirement Partners
California
$205K -$17.8K -98 -8%
FPIS
610
Financial Planning & Information Services
Wisconsin
$204K +$199K +1,100 New
Renaissance Technologies
611
Renaissance Technologies
New York
$204K +$199K +1,100 New
NFG
612
Nations Financial Group
Iowa
$203K +$198K +1,094 New
LFS
613
Lutz Financial Services
Nebraska
$202K +$197K +1,088 New
WPC
614
Waters Parkerson & Co
Louisiana
$202K +$197K +1,088 New
FNBT
615
FineMark National Bank & Trust
Florida
$202K +$197K +1,089 New
PGWM
616
Parisi Gray Wealth Management
New Jersey
$202K +$198K +1,092 New
SYBT
617
Stock Yards Bank & Trust
Kentucky
$200K +$196K +1,080 New
CS
618
Candriam SCA
Luxembourg
$198K
FFA
619
Founders Financial Alliance
North Carolina
$197K -$3.99K -22 -2%
OFG
620
Oxford Financial Group
Indiana
$195K
WCM
621
Wealthcare Capital Management
Virginia
$195K +$190K +1,050 New
JCM
622
Jacobi Capital Management
Pennsylvania
$193K +$725 +4 +0.4%
RE
623
RBC Europe
United Kingdom
$191K
AF
624
Advisornet Financial
Minnesota
$190K -$25.7K -142 -12%
ADL
625
Asset Dedication LLC
California
$183K