We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QP
776
Quartz Partners
New York
$701K – – –
TNA
777
True North Advisors
Texas
$698K – – –
BO
778
Bank OZK
Arkansas
$694K +$26.7K +80 +4%
FWI
779
Facet Wealth Inc
Maryland
$692K +$314K +940 +88%
BA
780
Bridgewater Advisors
New York
$689K – – –
EF
781
Envision Financial
Wisconsin
$689K +$667 +2 +0.1%
RIM
782
Rockbridge Investment Management
New York
$688K – – –
CPWL
783
Coquina Private Wealth LLC
Florida
$682K – – –
GWA
784
Geometric Wealth Advisors
District of Columbia
$681K +$661K +1,980 New
CCG
785
Cypress Capital Group
Florida
$681K -$50.7K -152 -7%
LEA
786
Legacy Edge Advisors
New York
$679K – – –
PWW
787
Pettyjohn Wood & White
Virginia
$677K -$19K -57 -3%
PFA
788
Portland Financial Advisors
New York
$677K +$8.01K +24 +1%
EFG
789
Ethos Financial Group
Pennsylvania
$676K +$5K +15 +0.8%
CA
790
CoreCap Advisors
Michigan
$676K +$69.7K +209 +12%
BFA
791
Ballast Financial Advisors
Pennsylvania
$674K +$18.7K +56 +3%
B
792
Bensler
Washington
$673K -$48.7K -146 -7%
BI
793
Beckerman Institutional
New Jersey
$673K – – –
KRAVCF
794
Karnit Road Accident Victims Compensation Fund
$671K – – –
MFIM
795
Mesirow Financial Investment Management
Illinois
$667K +$1K +3 +0.2%
SC
796
Slow Capital
California
$666K -$166K -498 -20%
Nuveen
797
Nuveen
North Carolina
$666K +$646K +1,936 New
SAS
798
SMI Advisory Services
Indiana
$664K -$14.3K -43 -2%
ATC
799
Advantage Trust Company
Kansas
$664K -$36.7K -110 -5%
GBWM
800
Granite Bay Wealth Management
New Hampshire
$660K +$415K +1,243 +184%