We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
651
Fee-Only Financial Planning
South Carolina
$835K
FCA
652
Fortis Capital Advisors
Kansas
$828K +$48.2K +183 +7%
SIM
653
Studio Investment Management
Illinois
$824K +$64.3K +244 +9%
BCG
654
Breakwater Capital Group
New Jersey
$823K +$47.7K +181 +7%
OCG
655
Opus Capital Group
Ohio
$815K
GQG Partners
656
GQG Partners
Florida
$804K +$742K +2,817 New
SAS
657
SMI Advisory Services
Indiana
$802K -$3.16K -12 -0.4%
CCA
658
Clarity Capital Advisors
Florida
$800K +$74K +281 +11%
VAF
659
Values Added Financial
District of Columbia
$799K
WA
660
Wealth Alliance
New York
$798K +$63.5K +241 +9%
B
661
Bensler
Washington
$792K +$732K +2,777 New
CT
662
Coastline Trust
Rhode Island
$792K
CCWM
663
Cassaday & Co Wealth Management
Virginia
$791K
CIC
664
Carnegie Investment Counsel
Ohio
$791K -$93.3K -354 -11%
CCMG
665
Clark Capital Management Group
Pennsylvania
$787K
MWA
666
Meridian Wealth Advisors
Texas
$785K
CFS
667
CGC Financial Services
Oregon
$779K
B
668
Bailard
California
$773K -$43.2K -164 -6%
RWM
669
Rockwood Wealth Management
Pennsylvania
$768K
NG
670
Norden Group
Utah
$766K -$363K -1,377 -34%
Kovitz Investment Group Partners
671
Kovitz Investment Group Partners
Illinois
$758K +$103K +392 +17%
FIA
672
Foundations Investment Advisors
Arizona
$757K -$285K -1,081 -29%
SL
673
Salomon & Ludwin
Virginia
$753K
GA
674
Goldstein Advisors
Wisconsin
$750K
RWP
675
RWA Wealth Partners
Massachusetts
$749K -$424K -1,609 -38%