We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
701
Savvy Advisors Inc
New York
$424K +$405K +1,770 New
PWP
702
Principle Wealth Partners
Connecticut
$423K -$19.9K -87 -5%
BlackRock
703
BlackRock
New York
$420K -$5.72K -25 -1%
FFO
704
Fortitude Family Office
Arizona
$418K +$1.37K +6 +0.3%
RPCONE
705
Retirement Planning Company of New England
Rhode Island
$416K +$1.37K +6 +0.3%
FPB
706
First PREMIER Bank
South Dakota
$416K
FW
707
FirstPurpose Wealth
Utah
$415K +$2.06K +9 +0.5%
Members Trust
708
Members Trust
Florida
$414K
SCP
709
Stevens Capital Partners
Nebraska
$413K +$163K +712 +71%
CAC
710
Certified Advisory Corp
Florida
$411K +$34.3K +150 +10%
HFS
711
Hoge Financial Services
Pennsylvania
$410K +$1.37K +6 +0.4%
B
712
Bailard
California
$408K
KA
713
Klingman & Associates
New York
$404K
BNP Paribas Financial Markets
714
BNP Paribas Financial Markets
France
$404K +$255K +1,116 +196%
WAG
715
Wallace Advisory Group
California
$403K +$423K +1,849 New
AAS
716
Annex Advisory Services
Wisconsin
$400K -$76.6K -335 -17%
HWM
717
HighMark Wealth Management
Minnesota
$400K
SWA
718
Stratos Wealth Advisors
Ohio
$400K +$1.6K +7 +0.4%
COCM
719
Charter Oak Capital Management
New Hampshire
$399K
BWL
720
Bogart Wealth LLC
Virginia
$397K
WCG
721
Weaver Consulting Group
California
$397K
WP
722
WealthPLAN Partners
Nebraska
$396K +$116K +505 +44%
IPW
723
IronBridge Private Wealth
Texas
$392K
BOM
724
Bank of Marin
California
$390K
MCM
725
Manchester Capital Management
Vermont
$389K