We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
801
RDA Financial Network
Iowa
$300K +$32.4K +135 +13%
IAA
802
Ironsides Asset Advisors
North Carolina
$300K
WCF
803
West Coast Financial
California
$300K
SIA
804
Schechter Investment Advisors
Michigan
$299K +$7.45K +31 +3%
CP
805
Creekside Partners
California
$297K +$285K +1,188 New
CWA
806
Consilio Wealth Advisors
Washington
$296K
FCI
807
Financial Counselors Inc
Kansas
$295K -$2.88K -12 -1%
WDG
808
Wealth Dimensions Group
Ohio
$292K
Marshall Wace
809
Marshall Wace
United Kingdom
$289K +$278K +1,158 New
BTI
810
Blue Trust Inc
Georgia
$289K
PCH
811
PGIM Custom Harvest
New Jersey
$287K +$276K +1,151 New
RAM
812
Redmond Asset Management
Virginia
$287K +$276K +1,151 New
CWM
813
Connecticut Wealth Management
Connecticut
$286K -$37.2K -155 -12%
AL
814
ACAS LLC
California
$285K
BFG
815
Bouchey Financial Group
New York
$283K
SMA
816
Sage Mountain Advisors
Georgia
$282K +$30K +125 +12%
CM
817
Cornerstone Management
Georgia
$280K -$36.5K -152 -12%
VBFP
818
Valtinson Bruner Financial Planning
Minnesota
$278K
DI
819
Disciplined Investments
Oklahoma
$276K
AFG
820
Altiora Financial Group
Ohio
$275K
MGW
821
MB Generational Wealth
Washington
$274K -$511K -2,128 -66%
RWPA
822
Richard W. Paul & Associates
Michigan
$274K
PC
823
Port Capital
Illinois
$274K
BA
824
Bellwether Advisors
Nebraska
$273K
NEPWA
825
New England Private Wealth Advisors
Massachusetts
$272K