We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
676
Root Financial Partners
California
$956K +$33.1K +106 +4%
RFP
677
RCS Financial Planning
Maryland
$953K – – –
Ferguson Wellman Capital Management
678
Ferguson Wellman Capital Management
Oregon
$948K – – –
JCM
679
Jacobi Capital Management
Pennsylvania
$947K – – –
CIA
680
Compass Ion Advisors
Pennsylvania
$943K – – –
ASW
681
Astoria Strategic Wealth
Texas
$933K – – –
MWP
682
Madison Wealth Partners
Wisconsin
$930K +$625 +2 +0.1%
VCA
683
Verdence Capital Advisors
Maryland
$930K +$1.87K +6 +0.2%
FOFP
684
Fee-Only Financial Planning
South Carolina
$921K – – –
Western Wealth Management
685
Western Wealth Management
Colorado
$917K -$190K -609 -17%
GFM
686
GEN Financial Management
Minnesota
$914K -$99K -317 -10%
BCG
687
Breakwater Capital Group
New Jersey
$906K – – –
OCG
688
Opus Capital Group
Ohio
$901K -$1.25K -4 -0.1%
FCA
689
Fortis Capital Advisors
Kansas
$896K -$7.81K -25 -0.9%
WETS
690
Wealth Enhancement Trust Services
South Dakota
$896K +$889K +2,846 New
CFA
691
Cahill Financial Advisors
Minnesota
$894K -$29.7K -95 -3%
CCA
692
Clarity Capital Advisors
Florida
$890K +$4.68K +15 +0.5%
Foundations Investment Advisors
693
Foundations Investment Advisors
Arizona
$884K +$57.8K +185 +7%
VAF
694
Values Added Financial
District of Columbia
$882K – – –
EL
695
Essex LLC
Illinois
$877K -$45K -144 -5%
LEA
696
Legacy Edge Advisors
New York
$875K +$294K +943 +51%
TIA
697
Traphagen Investment Advisors
New Jersey
$873K +$312 +1 +0%
CT
698
Coastline Trust
Rhode Island
$870K -$4.06K -13 -0.5%
MWA
699
Meridian Wealth Advisors
Texas
$866K – – –
CSB
700
City State Bank
Iowa
$863K +$121K +388 +16%