VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
751
Regal Investment Advisors
Michigan
$362K – – –
WA
752
WBH Advisory
Maryland
$360K +$915 +4 +0.3%
JWM
753
JGP Wealth Management
Oregon
$355K +$339K +1,481 New
BCM
754
Becker Capital Management
Oregon
$355K +$339K +1,480 New
MFIM
755
Mesirow Financial Investment Management
Illinois
$354K +$338K +1,478 New
BWA
756
BlueChip Wealth Advisors
Georgia
$353K – – –
BCA
757
Ballentine Capital Advisors
South Carolina
$348K – – –
ES
758
Eagle Strategies
New York
$346K -$747K -3,263 -69%
GLA
759
Good Life Advisors
Pennsylvania
$346K -$24.9K -109 -7%
NOI
760
Newton One Investments
Delaware
$345K – – –
FPFS
761
First Personal Financial Services
North Carolina
$344K -$37.8K -165 -10%
SXL
762
Summit X LLC
Missouri
$341K – – –
AA
763
AlphaQ Advisors
Florida
$337K – – –
AWA
764
Archvest Wealth Advisors
California
$336K +$14.6K +64 +5%
SSWG
765
Seven Springs Wealth Group
Tennessee
$336K – – –
TWP
766
Total Wealth Planning
Ohio
$335K -$15.6K -68 -5%
AT
767
American Trust
Kentucky
$334K – – –
FCT
768
First Community Trust
Iowa
$333K +$3.43K +15 +1%
MPCL
769
My Personal CFO LLC
Washington
$332K +$458 +2 +0.1%
FPCG
770
Fort Pitt Capital Group
Pennsylvania
$332K – – –
APW
771
Acima Private Wealth
Virginia
$331K – – –
SC
772
Schoolcraft Capital
Colorado
$330K – – –
WCWM
773
Willow Creek Wealth Management
California
$329K -$24K -105 -7%
CWA
774
Canvas Wealth Advisors
Kansas
$328K -$17.4K -76 -5%
CSIA
775
Charles Schwab Investment Advisory
California
$327K +$312K +1,363 New
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