We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
751
Congress Wealth Management
Massachusetts
$201K +$195K +911 New
MFG
752
Mission Financial Group
Nevada
$201K +$137K +637 New
KSWA
753
Kathleen S. Wright Associates
Pennsylvania
$197K +$191K +892 New
AW
754
Avion Wealth
Texas
$196K -$9.65K -45 -5%
NL
755
NVWM LLC
Pennsylvania
$191K +$12.4K +58 +7%
CA
756
Cornerstone Advisory
Maryland
$178K +$173K +805 New
MTIC
757
Missouri Trust & Investment Company
Missouri
$177K +$172K +800 New
MWP
758
MYCIO Wealth Partners
Pennsylvania
$172K +$167K +777 New
TC
759
TAP Consulting
Missouri
$171K +$166K +772 New
WTA
760
Washington Trust Advisors
Massachusetts
$171K +$166K +773 New
BAM
761
Baldrige Asset Management
Pennsylvania
$164K
HCP
762
Hexagon Capital Partners
Arkansas
$163K
SIC
763
Salem Investment Counselors
North Carolina
$163K +$15.2K +71 +11%
ADL
764
Asset Dedication LLC
California
$162K -$54.5K -254 -26%
HF
765
Halpern Financial
Virginia
$161K
Koshinski Asset Management
766
Koshinski Asset Management
Illinois
$155K
SC
767
Solstein Capital
California
$147K
HWA
768
HHM Wealth Advisors
Tennessee
$146K -$9.01K -42 -6%
FDCDDQ
769
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K
PA
770
PSI Advisors
Florida
$143K +$429 +2 +0.3%
BHWM
771
Beaird Harris Wealth Management
Texas
$134K +$130K +606 New
CA
772
Clearstead Advisors
Ohio
$130K
FRA
773
Front Row Advisors
California
$128K
GM
774
GeoWealth Management
Illinois
$125K -$16.1M -74,997 -99%
EWM
775
Edge Wealth Management
New York
$124K