We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
676
Interchange Capital Partners
Pennsylvania
$871K -$11.6K -37 -1%
GFM
677
GEN Financial Management
Minnesota
$868K – – –
RDWM
678
Red Door Wealth Management
Tennessee
$867K -$51.9K -166 -5%
TIA
679
Traphagen Investment Advisors
New Jersey
$864K +$36.6K +117 +4%
BCG
680
Breakwater Capital Group
New Jersey
$860K – – –
WETS
681
Wealth Enhancement Trust Services
South Dakota
$851K – – –
CFA
682
Cahill Financial Advisors
Minnesota
$849K – – –
CCA
683
Clarity Capital Advisors
Florida
$848K +$2.5K +8 +0.3%
Tudor Investment Corp
684
Tudor Investment Corp
Connecticut
$845K +$885K +2,827 New
VAF
685
Values Added Financial
District of Columbia
$837K – – –
RFP
686
RCS Financial Planning
Maryland
$831K -$77K -246 -8%
WFA
687
Wells Financial Advisors
Massachusetts
$828K -$715K -2,285 -45%
OCG
688
Opus Capital Group
Ohio
$826K -$30.7K -98 -3%
CT
689
Coastline Trust
Rhode Island
$826K – – –
SA
690
Sovran Advisors
California
$823K -$10.6K -34 -1%
CSB
691
City State Bank
Iowa
$823K +$3.13K +10 +0.4%
MWA
692
Meridian Wealth Advisors
Texas
$822K – – –
Apollon Wealth Management
693
Apollon Wealth Management
South Carolina
$822K +$10K +32 +1%
CFS
694
CGC Financial Services
Oregon
$816K – – –
RWA Wealth Partners
695
RWA Wealth Partners
Massachusetts
$815K – – –
FA
696
FF Advisors
California
$805K – – –
EL
697
Essex LLC
Illinois
$802K -$32.2K -103 -4%
Robertson Stephens Wealth Management
698
Robertson Stephens Wealth Management
California
$801K – – –
CIA
699
Compass Ion Advisors
Pennsylvania
$795K -$105K -335 -11%
Bailard
700
Bailard
California
$791K -$19.4K -62 -2%