We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
726
Venturi Wealth Management
Texas
$702K – – –
HR
727
Hardy Reed
Mississippi
$694K – – –
BFS
728
Beacon Financial Strategies
North Carolina
$689K – – –
NG
729
Norden Group
Utah
$687K +$36.6K +117 +5%
AC
730
AWM Capital
Arizona
$686K – – –
NCM
731
Novare Capital Management
North Carolina
$684K +$25.7K +82 +4%
GIA
732
Gladstone Institutional Advisory
Florida
$681K +$5.01K +16 +0.7%
CW
733
CreativeOne Wealth
Kansas
$676K +$71.3K +228 +11%
AC
734
Avant Capital
Louisiana
$674K +$46.6K +149 +7%
BA
735
Bridgewater Advisors
New York
$674K – – –
GEA
736
Glen Eagle Advisors
New Jersey
$665K -$3.13K -10 -0.4%
KWS
737
Keystone Wealth Services
California
$665K -$50.1K -160 -7%
ONB
738
Old National Bancorp
Indiana
$664K – – –
AUB
739
Atlantic Union Bankshares
Virginia
$662K +$1.25K +4 +0.2%
B
740
BetterWealth
California
$660K +$691K +2,208 New
BCM
741
Becker Capital Management
Oregon
$659K -$5.63K -18 -0.8%
HPC
742
HM Payson & Co
Maine
$657K – – –
WAG
743
Winthrop Advisory Group
Massachusetts
$655K -$15.3K -49 -2%
7WCP
744
71 West Capital Partners
Massachusetts
$651K +$682K +2,180 New
EWP
745
Equity Wealth Partners
Missouri
$651K +$371K +1,185 +119%
BWP
746
Bernardo Wealth Planning
Pennsylvania
$646K – – –
RWM
747
Rezny Wealth Management
Florida
$645K +$38.8K +124 +6%
AWM
748
Ariadne Wealth Management
California
$645K – – –
PHWM
749
Pine Harbor Wealth Management
Maryland
$644K +$11.6K +37 +2%
CS
750
Crescent Sterling
Louisiana
$643K – – –
28 29
30
31 32