VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
676
Oak Harvest Investment Services
Texas
$322K -$25.1K -131 -8%
WCWM
677
Willow Creek Wealth Management
California
$321K – – –
CGPCS
678
Capital Group Private Client Services
California
$320K +$1.15K +6 +0.4%
WS
679
Wedbush Securities
California
$317K -$36.4K -190 -11%
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$317K -$10.9K -57 -4%
OA
681
Oxbow Advisors
Texas
$317K – – –
HCMT
682
Highland Capital Management (Tennessee)
Tennessee
$316K – – –
DAC
683
Dividend Assets Capital
South Carolina
$316K -$80.3K -419 -21%
MIM
684
Miller Investment Management
Pennsylvania
$315K -$7.67K -40 -3%
APW
685
Acima Private Wealth
Virginia
$311K – – –
LFGO
686
Legacy Financial Group (Oklahoma)
Oklahoma
$311K – – –
FF
687
Financial Futures
New Jersey
$309K -$7.86K -41 -3%
RIA
688
Regal Investment Advisors
Michigan
$308K – – –
CWC
689
Carolinas Wealth Consulting
North Carolina
$307K -$11.3K -59 -4%
PI
690
PFG Investments
New York
$305K +$4.41K +23 +2%
WA
691
WBH Advisory
Maryland
$302K +$285K +1,489 New
RFN
692
RDA Financial Network
Iowa
$301K -$22.6K -118 -7%
TA
693
TruWealth Advisors
Louisiana
$299K -$9.01K -47 -3%
SC
694
Schoolcraft Capital
Colorado
$298K -$22.6K -118 -7%
KA
695
Klingman & Associates
New York
$298K +$282K +1,469 New
KFGK
696
Keystone Financial Group (Kentucky)
Kentucky
$297K +$281K +1,466 New
JFG
697
Jefferies Financial Group
New York
$295K -$102K -532 -27%
LT
698
Legacy Trust
Michigan
$290K -$29.9K -156 -10%
SCM
699
Sterneck Capital Management
Missouri
$289K – – –
FA
700
Financial Advantage
Maryland
$288K – – –
26 27
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