VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Aire Advisors
California
$320K +$1.13K +6 +0.3%
SC
602
Schoolcraft Capital
Colorado
$320K – – –
PWP
603
Principle Wealth Partners
Connecticut
$319K -$6.95K -37 -2%
MA
604
Mezzasalma Advisors
New Jersey
$314K -$938 -5 -0.3%
TBWA
605
Three Bridge Wealth Advisors
California
$313K – – –
SAS
606
SMI Advisory Services
Indiana
$310K -$3.19K -17 -0.9%
CW
607
CreativeOne Wealth
Kansas
$310K +$5.63K +30 +2%
FG
608
Fiduciary Group
Georgia
$308K – – –
WFA
609
Woodward Financial Advisors
North Carolina
$308K +$118K +627 +54%
AWA
610
Aletheian Wealth Advisors
Washington
$305K -$55.7K -297 -14%
CWM
611
Calamos Wealth Management
Illinois
$304K – – –
FHC
612
First Heartland Consultants
Missouri
$304K +$5.63K +30 +2%
BTI
613
Blue Trust Inc
Georgia
$302K +$272K +1,448 New
WCFA
614
Walkner Condon Financial Advisors
Wisconsin
$300K +$17.6K +94 +6%
FPB
615
First PREMIER Bank
South Dakota
$299K +$316K +1,682 +3,235%
ACM
616
Atlanta Capital Management
Georgia
$299K +$326K +1,735 New
ABC
617
Associated Banc-Corp
Wisconsin
$298K -$2.63K -14 -0.8%
B
618
Bailard
California
$298K – – –
PCM
619
Passive Capital Management
Maryland
$297K – – –
CGPCS
620
Capital Group Private Client Services
California
$297K +$33K +176 +11%
AA
621
Addison Advisors
Vermont
$296K – – –
TNA
622
True North Advisors
Texas
$296K – – –
WCWM
623
Willow Creek Wealth Management
California
$295K -$19.5K -104 -6%
FWM
624
Fairhaven Wealth Management
Illinois
$295K +$321K +1,709 New
FF
625
Financial Futures
New Jersey
$294K – – –