VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
776
Edge Wealth Management
New York
$124K – – –
TFGT
777
TS Financial Group (TSFG)
Illinois
$121K – – –
FFA
778
Freedman Financial Associates
Massachusetts
$114K – – –
Kayne Anderson Rudnick Investment Management
779
Kayne Anderson Rudnick Investment Management
California
$114K +$429 +2 +0.4%
LWA
780
Lenox Wealth Advisors
New York
$113K – – –
SAM
781
Strategic Asset Management
Minnesota
$112K – – –
T2I
782
Turim 21 Investimentos
Brazil
$112K – – –
RFA
783
Reilly Financial Advisors
California
$110K -$8.58K -40 -7%
CIA
784
Choate Investment Advisors
Massachusetts
$108K – – –
M
785
MOTCO
Texas
$97K – – –
PCTC
786
Perkins Coie Trust Company
Washington
$97K – – –
SSB
787
Sandy Spring Bank
Maryland
$93K – – –
WFA
788
WestHill Financial Advisors
California
$93K – – –
National Bank of Canada
789
National Bank of Canada
Quebec, Canada
$93K +$90.5K +422 New
CT
790
Caldwell Trust
Florida
$90.6K – – –
TWA
791
TCI Wealth Advisors
Arizona
$90K – – –
WB
792
Webster Bank
Connecticut
$90K – – –
SIAP
793
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$87K – – –
AA
794
Ancora Advisors
Ohio
$77K – – –
IFS
795
Intelligent Financial Strategies
Minnesota
$76K +$73.8K +344 New
SC
796
Stephens Consulting
Michigan
$74.3K +$72.1K +336 New
AIP
797
Ameritas Investment Partners
Nebraska
$74K – – –
BBPWM
798
Blue Bell Private Wealth Management
Pennsylvania
$73K -$23.4K -109 -25%
DHGWA
799
Dixon Hughes Goodman Wealth Advisors
North Carolina
$71K +$68.4K +319 New
TPCW
800
TD Private Client Wealth
New York
$68.5K +$24K +112 +57%