We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
776
Mezzasalma Advisors
New Jersey
$224K -$2.65K -13 -1%
MIM
777
Miller Investment Management
Pennsylvania
$224K -$84.1K -413 -27%
SSWM
778
Smith Salley Wealth Management
North Carolina
$223K +$232K +1,137 New
BFG
779
Bouchey Financial Group
New York
$222K – – –
FAIM
780
Financial Advocates Investment Management
Washington
$221K -$131K -645 -36%
MPPLM
781
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$221K -$13.4K -66 -6%
SWM
782
Spire Wealth Management
Virginia
$221K – – –
MAM
783
Marquette Asset Management
Minnesota
$220K – – –
OSAM
784
O'Shaughnessy Asset Management
Connecticut
$219K +$41.7K +205 +22%
VBFP
785
Valtinson Bruner Financial Planning
Minnesota
$218K – – –
MA
786
Mutual Advisors
Nebraska
$216K -$12.2K -60 -5%
AFG
787
Altiora Financial Group
Ohio
$215K – – –
FPIS
788
Financial Planning & Information Services
Wisconsin
$215K – – –
RWPA
789
Richard W. Paul & Associates
Michigan
$215K – – –
Qube Research & Technologies (QRT)
790
Qube Research & Technologies (QRT)
United Kingdom
$214K +$215K +1,056 +2,779%
MWA
791
Monograph Wealth Advisors
California
$214K – – –
NEPWA
792
New England Private Wealth Advisors
Massachusetts
$213K +$815 +4 +0.4%
SYBT
793
Stock Yards Bank & Trust
Kentucky
$211K – – –
KAS
794
KPP Advisory Services
Kentucky
$211K +$220K +1,080 New
CA
795
CoreCap Advisors
Michigan
$210K -$14.3K -70 -6%
HIMC
796
Heritage Investors Management Corp
Maryland
$210K – – –
TSWM
797
Triangle Securities Wealth Management
North Carolina
$210K – – –
UA
798
Unison Advisors
District of Columbia
$210K +$815 +4 +0.4%
FF
799
Francis Financial
$209K – – –
LFS
800
Lutz Financial Services
Nebraska
$209K – – –