We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
626
Dividend Assets Capital
South Carolina
$345K – – –
SDH
627
Sloy Dahl & Holst
Washington
$344K +$335K +1,842 New
BCG
628
Breakwater Capital Group
New Jersey
$344K +$55.2K +303 +20%
GIM
629
Greenwich Investment Management
Connecticut
$340K +$332K +1,821 New
TBWA
630
Three Bridge Wealth Advisors
California
$339K – – –
CMBA
631
C.M. Bidwell & Associates
Hawaii
$337K -$156K -855 -32%
CWA
632
Consilio Wealth Advisors
Washington
$337K -$85.8K -471 -21%
Accredited Investors
633
Accredited Investors
Minnesota
$336K +$328K +1,800 New
Johnson Investment Counsel
634
Johnson Investment Counsel
Ohio
$335K +$326K +1,793 New
WFA
635
Woodward Financial Advisors
North Carolina
$333K – – –
Apollon Wealth Management
636
Apollon Wealth Management
South Carolina
$333K -$35K -192 -10%
AWA
637
Aletheian Wealth Advisors
Washington
$331K – – –
U.S. Capital Wealth Advisors
638
U.S. Capital Wealth Advisors
Texas
$330K +$16.9K +93 +6%
FHC
639
First Heartland Consultants
Missouri
$327K +$14.2K +78 +5%
Wedbush Securities
640
Wedbush Securities
California
$327K -$8.38K -46 -3%
PBF
641
Petix & Botte Financial
California
$326K +$317K +1,743 New
WP
642
WealthShield Partners
North Carolina
$325K +$4.55K +25 +1%
FPB
643
First PREMIER Bank
South Dakota
$324K – – –
PCM
644
Passive Capital Management
Maryland
$322K – – –
OHIS
645
Oak Harvest Investment Services
Texas
$322K +$1.27K +7 +0.4%
MassMutual Private Wealth & Trust
646
MassMutual Private Wealth & Trust
Connecticut
$318K – – –
Bailard
647
Bailard
California
$318K – – –
FPFS
648
First Personal Financial Services
North Carolina
$317K – – –
Associated Banc-Corp
649
Associated Banc-Corp
Wisconsin
$314K – – –
KWA
650
KCS Wealth Advisory
California
$313K – – –