We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBA
726
Tower Bridge Advisors
Pennsylvania
$708K +$741K +2,368 New
Brookstone Capital Management
727
Brookstone Capital Management
Illinois
$708K +$36K +115 +5%
SAMT
728
Select Asset Management & Trust
Pennsylvania
$705K -$1.88K -6 -0.3%
UAS
729
United Asset Strategies
New York
$705K +$939 +3 +0.1%
VWM
730
Venturi Wealth Management
Texas
$702K – – –
HR
731
Hardy Reed
Mississippi
$694K – – –
BFS
732
Beacon Financial Strategies
North Carolina
$689K – – –
NG
733
Norden Group
Utah
$687K +$36.6K +117 +5%
AC
734
AWM Capital
Arizona
$686K – – –
NCM
735
Novare Capital Management
North Carolina
$684K +$25.7K +82 +4%
GIA
736
Gladstone Institutional Advisory
Florida
$681K +$5.01K +16 +0.7%
CreativeOne Wealth
737
CreativeOne Wealth
Kansas
$676K +$71.3K +228 +11%
AC
738
Avant Capital
Louisiana
$674K +$46.6K +149 +7%
BA
739
Bridgewater Advisors
New York
$674K – – –
GEA
740
Glen Eagle Advisors
New Jersey
$665K -$3.13K -10 -0.4%
KWS
741
Keystone Wealth Services
California
$665K -$50.1K -160 -7%
Old National Bancorp
742
Old National Bancorp
Indiana
$664K – – –
Atlantic Union Bankshares
743
Atlantic Union Bankshares
Virginia
$662K +$1.25K +4 +0.2%
B
744
BetterWealth
California
$660K +$691K +2,208 New
Becker Capital Management
745
Becker Capital Management
Oregon
$659K -$5.63K -18 -0.8%
HM Payson & Co
746
HM Payson & Co
Maine
$657K – – –
WAG
747
Winthrop Advisory Group
Massachusetts
$655K -$15.3K -49 -2%
71 West Capital Partners
748
71 West Capital Partners
Massachusetts
$651K +$682K +2,180 New
EWP
749
Equity Wealth Partners
Missouri
$651K +$371K +1,185 +119%
BWP
750
Bernardo Wealth Planning
Pennsylvania
$646K – – –