We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
701
Aletheian Wealth Advisors
Washington
$425K – – –
Savvy Advisors Inc
702
Savvy Advisors Inc
New York
$424K +$405K +1,770 New
PWP
703
Principle Wealth Partners
Connecticut
$423K -$19.9K -87 -5%
BlackRock
704
BlackRock
New York
$420K -$5.72K -25 -1%
FFO
705
Fortitude Family Office
Arizona
$418K +$1.37K +6 +0.3%
RPCONE
706
Retirement Planning Company of New England
Rhode Island
$416K +$1.37K +6 +0.3%
FPB
707
First PREMIER Bank
South Dakota
$416K – – –
FW
708
FirstPurpose Wealth
Utah
$415K +$2.06K +9 +0.5%
Members Trust
709
Members Trust
Florida
$414K – – –
SCP
710
Stevens Capital Partners
Nebraska
$413K +$163K +712 +71%
CAC
711
Certified Advisory Corp
Florida
$411K +$34.3K +150 +10%
HFS
712
Hoge Financial Services
Pennsylvania
$410K +$1.37K +6 +0.4%
Bailard
713
Bailard
California
$408K – – –
Klingman & Associates
714
Klingman & Associates
New York
$404K – – –
BNP Paribas Financial Markets
715
BNP Paribas Financial Markets
France
$404K +$255K +1,116 +196%
WAG
716
Wallace Advisory Group
California
$403K +$423K +1,849 New
Annex Advisory Services
717
Annex Advisory Services
Wisconsin
$400K -$76.6K -335 -17%
HWM
718
HighMark Wealth Management
Minnesota
$400K – – –
SWA
719
Stratos Wealth Advisors
Ohio
$400K +$1.6K +7 +0.4%
COCM
720
Charter Oak Capital Management
New Hampshire
$399K – – –
Bogart Wealth LLC
721
Bogart Wealth LLC
Virginia
$397K – – –
WCG
722
Weaver Consulting Group
California
$397K – – –
WP
723
WealthPLAN Partners
Nebraska
$396K +$116K +505 +44%
IPW
724
IronBridge Private Wealth
Texas
$392K – – –
BOM
725
Bank of Marin
California
$390K – – –