VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
751
United Asset Strategies
New York
$206K -$480K -2,639 -64%
AFG
752
Altiora Financial Group
Ohio
$205K +$200K +1,100 New
FPIS
753
Financial Planning & Information Services
Wisconsin
$205K +$200K +1,100 New
RWPA
754
Richard W. Paul & Associates
Michigan
$205K – – –
MWA
755
Monograph Wealth Advisors
California
$204K +$199K +1,093 New
GA
756
GoalVest Advisory
New York
$204K -$4.55K -25 -2%
SYBT
757
Stock Yards Bank & Trust
Kentucky
$202K -$8.82M -48,424 -98%
TSWM
758
Triangle Securities Wealth Management
North Carolina
$200K +$195K +1,073 New
HIMC
759
Heritage Investors Management Corp
Maryland
$200K -$14.2K -78 -7%
ADL
760
Asset Dedication LLC
California
$197K – – –
OFG
761
Oxford Financial Group
Indiana
$196K – – –
BA
762
Ballast Advisors
Minnesota
$196K -$14.7K -81 -7%
SIC
763
Salem Investment Counselors
North Carolina
$195K – – –
VDBMI
764
Van Den Berg Management I
Texas
$194K -$9.29K -51 -5%
DI
765
Disciplined Investments
Oklahoma
$193K -$17.3K -95 -8%
SMA
766
Sage Mountain Advisors
Georgia
$187K -$17.5K -96 -9%
National Bank of Canada
767
National Bank of Canada
Quebec, Canada
$187K -$18.2K -100 -9%
VCM
768
Versant Capital Management
Arizona
$186K -$10K -55 -5%
FFA
769
Founders Financial Alliance
North Carolina
$184K -$3.28K -18 -2%
JFG
770
JDM Financial Group
Texas
$168K +$364 +2 +0.2%
Belvedere Trading
771
Belvedere Trading
Illinois
$168K +$98.5K +541 +151%
BFEC
772
Benjamin F. Edwards & Company
Missouri
$163K -$1.09K -6 -0.7%
HFS
773
Hantz Financial Services
Michigan
$163K +$159K +873 New
OSAM
774
O'Shaughnessy Asset Management
Connecticut
$159K +$16K +88 +12%
AW
775
Avion Wealth
Texas
$154K – – –