VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
676
Marcum Wealth
Ohio
$271K +$526 +3 +0.2%
BCM
677
Brookstone Capital Management
Illinois
$270K +$7.37K +42 +3%
BCG
678
Breakwater Capital Group
New Jersey
$268K +$270K +1,538 New
APW
679
Acima Private Wealth
Virginia
$267K – – –
LFGO
680
Legacy Financial Group (Oklahoma)
Oklahoma
$267K +$269K +1,535 New
CPO
681
Cerity Partners OCIO
New York
$266K +$30.4K +173 +13%
FIA
682
Foundations Investment Advisors
Arizona
$266K +$268K +1,526 New
RIA
683
Regal Investment Advisors
Michigan
$265K -$33.5K -191 -11%
CWM
684
Congress Wealth Management
Massachusetts
$264K -$5.26K -30 -2%
SBL
685
Sargent Bickham Lagudis
Colorado
$264K – – –
WI
686
Wintrust Investments
Illinois
$262K +$351 +2 +0.1%
VWM
687
Venturi Wealth Management
Texas
$262K -$3.68K -21 -1%
SCM
688
SOL Capital Management
Maryland
$261K – – –
MHS
689
M Holdings Securities
Oregon
$259K -$252K -1,434 -49%
WCF
690
West Coast Financial
California
$258K +$259K +1,479 New
OPS
691
Orion Portfolio Solutions
Nebraska
$257K +$259K +1,476 New
KFGK
692
Keystone Financial Group (Kentucky)
Kentucky
$255K – – –
MPCG
693
Matrix Private Capital Group
New York
$254K – – –
TA
694
TruWealth Advisors
Louisiana
$251K +$13.2K +75 +5%
TWP
695
Total Wealth Planning
Ohio
$251K -$79.1K -451 -24%
SCM
696
Sterneck Capital Management
Missouri
$248K – – –
FHA
697
First Horizon Advisors
Tennessee
$248K -$49.8K -284 -17%
DI
698
DFPG Investments
Utah
$247K +$240K +1,369 New
AA
699
Aire Advisors
California
$246K -$78.8K -449 -24%
SSWG
700
Seven Springs Wealth Group
Tennessee
$244K – – –
26 27
28
29 30