We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
751
Gladstone Institutional Advisory
Florida
$712K +$35.9K +115 +5%
Diversify Wealth Management
752
Diversify Wealth Management
Utah
$710K +$34.7K +111 +5%
Brookstone Capital Management
753
Brookstone Capital Management
Illinois
$709K -$16.2K -52 -2%
WAG
754
Winthrop Advisory Group
Massachusetts
$705K +$1.56K +5 +0.2%
Stephens Inc
755
Stephens Inc
Arkansas
$704K -$17.2K -55 -2%
GEA
756
Glen Eagle Advisors
New Jersey
$704K +$52.1K +167 +8%
WIM
757
WealthPlan Investment Management
Nebraska
$702K +$249K +798 +56%
Becker Capital Management
758
Becker Capital Management
Oregon
$700K – – –
Old National Bancorp
759
Old National Bancorp
Indiana
$699K -$43.1K -138 -6%
Atlantic Union Bankshares
760
Atlantic Union Bankshares
Virginia
$696K +$2.19K +7 +0.3%
NCM
761
Novare Capital Management
North Carolina
$695K -$38.7K -124 -5%
HM Payson & Co
762
HM Payson & Co
Maine
$692K – – –
NG
763
Norden Group
Utah
$687K -$178K -569 -21%
BWP
764
Bernardo Wealth Planning
Pennsylvania
$680K – – –
OWA
765
One Wealth Advisors
California
$678K -$3.75K -12 -0.6%
CS
766
Crescent Sterling
Louisiana
$677K -$78.1K -250 -10%
BO
767
Bank OZK
Arkansas
$676K – – –
WFC
768
Western Financial Corp
California
$676K -$134K -428 -17%
AWM
769
Ariadne Wealth Management
California
$675K – – –
CCG
770
Cypress Capital Group
Florida
$671K +$665K +2,131 New
CPA
771
Cathy Pareto & Associates
Florida
$669K -$20.6K -66 -3%
MIAS
772
Mason Investment Advisory Services
Virginia
$669K -$23.7K -76 -3%
DWG
773
Darden Wealth Group
Michigan
$668K – – –
PHWM
774
Pine Harbor Wealth Management
Maryland
$667K – – –
BFIM
775
Beese Fulmer Investment Management
Ohio
$665K +$257K +824 +64%