We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
701
Founders Financial Alliance
North Carolina
$164K -$228K -1,253 -56%
HGWM
702
Harvest Group Wealth Management
Massachusetts
$158K -$109K -602 -39%
CB
703
CNB Bank
Pennsylvania
$155K – – –
SC
704
Stephens Consulting
Michigan
$153K +$109K +601 +179%
GIA
705
GHP Investment Advisors
Colorado
$151K – – –
GA
706
GoalVest Advisory
New York
$150K -$180K -992 -52%
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
$149K +$153K +842 +1,257%
AW
708
Avion Wealth
Texas
$145K – – –
MAM
709
Meeder Asset Management
Ohio
$142K -$136K -746 -46%
AssetMark Inc
710
AssetMark Inc
California
$140K -$4K -22 -2%
CL
711
COWA LLC
Oklahoma
$136K +$151K +829 New
DSC
712
Duncker Streett & Co
Missouri
$134K – – –
BWL
713
Bogart Wealth LLC
Virginia
$134K +$149K +819 New
GAG
714
Goodman Advisory Group
Massachusetts
$131K – – –
MTIC
715
Missouri Trust & Investment Company
Missouri
$131K – – –
MWP
716
MYCIO Wealth Partners
Pennsylvania
$127K – – –
WTA
717
Washington Trust Advisors
Massachusetts
$126K – – –
KSWA
718
Kathleen S. Wright Associates
Pennsylvania
$126K +$545 +3 +0.4%
FSWA
719
Financial Synergies Wealth Advisors
Texas
$124K -$8.18K -45 -6%
BAM
720
Baldrige Asset Management
Pennsylvania
$121K – – –
HF
721
Halpern Financial
Virginia
$119K – – –
QCG
722
Quadrant Capital Group
Ohio
$118K +$108K +595 +469%
SC
723
Solstein Capital
California
$109K – – –
TSW
724
Thompson Siegel & Walmsley
Virginia
$109K – – –
FDCDDQ
725
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K – – –