We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
701
Parcion Private Wealth
Washington
$257K -$1.56M -8,591 -86%
CRC
702
Curi RMB Capital
Illinois
$256K
OAM
703
Oak Asset Management
California
$254K
MF
704
Meridian Financial
Massachusetts
$254K
WI
705
Wintrust Investments
Illinois
$252K -$27.5K -151 -10%
CW
706
Connectus Wealth
Ohio
$252K +$245K +1,348 New
ASC
707
Atalanta Sosnoff Capital
New York
$252K +$245K +1,347 New
Fisher Asset Management
708
Fisher Asset Management
Washington
$250K +$244K +1,339 New
FW
709
FirstPurpose Wealth
Utah
$249K -$83.8K -460 -26%
MAM
710
Marquette Asset Management
Minnesota
$242K
SBH
711
Segall Bryant & Hamill
Illinois
$242K +$237K +1,299 New
BTI
712
Blue Trust Inc
Georgia
$241K
WI
713
Wedgewood Investors
Pennsylvania
$240K
FCFC
714
First Commonwealth Financial Corp
Pennsylvania
$239K -$218K -1,200 -48%
BA
715
Bellwether Advisors
Nebraska
$235K -$71K -390 -24%
AWA
716
Archvest Wealth Advisors
California
$235K -$2.85M -15,653 -93%
AA
717
Aire Advisors
California
$235K -$28.4K -156 -11%
SCP
718
Shorepoint Capital Partners
Massachusetts
$235K +$12.6K +69 +6%
RA
719
Riversedge Advisors
Delaware
$235K +$229K +1,256 New
CFD
720
Creative Financial Designs
Indiana
$234K -$17.1K -94 -7%
CAM
721
Carret Asset Management
New York
$234K
ACM
722
Ategra Capital Management
Virginia
$234K
VWM
723
Venturi Wealth Management
Texas
$233K -$46.1K -253 -17%
AC
724
Anson Capital
Georgia
$232K +$226K +1,242 New
Citadel Advisors
725
Citadel Advisors
Florida
$231K +$156K +859 +226%