We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
751
PFG Investments
New York
$476K -$73.1K -270 -13%
CTWM
752
Cherry Tree Wealth Management
Minnesota
$475K +$8.4K +31 +2%
EW
753
Evoke Wealth
California
$474K -$135K -500 -21%
OMIC
754
Old Mission Investment Co
Michigan
$472K +$34.4K +127 +7%
MW
755
Marcum Wealth
Ohio
$470K – – –
KA
756
Kovack Advisors
Florida
$470K +$79.6K +294 +19%
Capital Group Private Client Services
757
Capital Group Private Client Services
California
$467K – – –
TBWA
758
Three Bridge Wealth Advisors
California
$467K – – –
COCM
759
Charter Oak Capital Management
New Hampshire
$466K -$542 -2 -0.1%
SHF
760
Safe Harbor Fiduciary
Florida
$466K -$6.77K -25 -1%
WP
761
WealthShield Partners
North Carolina
$466K +$329K +1,215 +204%
EA
762
Evolution Advisers
Virginia
$465K +$470K +1,736 +2,284%
DFA
763
Delta Financial Advisors
Louisiana
$459K +$542 +2 +0.1%
HFRG
764
Houlihan Financial Resource Group
Virginia
$456K -$86.9K -321 -15%
AWA
765
Aletheian Wealth Advisors
Washington
$455K – – –
MAWA
766
Moss Adams Wealth Advisors
Washington
$454K +$479K +1,767 New
FFO
767
Fortitude Family Office
Arizona
$454K +$1.63K +6 +0.3%
RPCONE
768
Retirement Planning Company of New England
Rhode Island
$448K +$15.4K +57 +3%
Klingman & Associates
769
Klingman & Associates
New York
$446K – – –
AIM
770
Aspen Investment Management
Michigan
$445K +$469K +1,733 New
Fifth Third Wealth Advisors
771
Fifth Third Wealth Advisors
Ohio
$444K +$468K +1,727 New
Benjamin Edwards Inc
772
Benjamin Edwards Inc
Missouri
$443K +$123K +454 +36%
AWP
773
Abacus Wealth Partners
California
$440K -$16.5K -61 -3%
VCP
774
Verus Capital Partners
Arizona
$439K -$11.1K -41 -2%
SB
775
Strategic Blueprint
Georgia
$437K +$62.8K +232 +16%