We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
801
CreativeOne Wealth
Kansas
$405K +$84.2K +311 +25%
AG
802
Ascent Group
Virginia
$403K +$425K +1,568 New
Lazard Asset Management
803
Lazard Asset Management
New York
$403K -$593K -2,191 -58%
NAS
804
Nicolet Advisory Services
Wisconsin
$403K -$63.9K -236 -12%
WGC
805
Watts Gwilliam & Co
Arizona
$401K – – –
MA
806
Mutual Advisors
Nebraska
$400K -$192K -709 -31%
RFG Advisory
807
RFG Advisory
Alabama
$399K +$21.1K +78 +5%
HIS
808
Harvest Investment Services
Illinois
$398K +$420K +1,549 New
AWA
809
Arete Wealth Advisors
Illinois
$398K -$1.28M -4,729 -75%
ACA
810
Affinity Capital Advisors
California
$394K +$435K +1,607 New
FFBTD
811
First Financial Bank - Trust Division
Ohio
$393K – – –
LFGO
812
Legacy Financial Group (Oklahoma)
Oklahoma
$393K – – –
Regions Financial Corp
813
Regions Financial Corp
Alabama
$392K -$6.23K -23 -1%
RIA
814
Regal Investment Advisors
Michigan
$389K +$1.08K +4 +0.3%
CoreCap Advisors
815
CoreCap Advisors
Michigan
$385K +$7.86K +29 +2%
PP
816
Prosperity Planning
Missouri
$385K – – –
BWA
817
BlueChip Wealth Advisors
Georgia
$379K – – –
AIC
818
Allodium Investment Consultants
Minnesota
$378K -$4.61K -17 -1%
Western Wealth Management
819
Western Wealth Management
Colorado
$378K -$54.7K -202 -12%
LT
820
Legacy Trust
Michigan
$378K – – –
WFA
821
Woodward Financial Advisors
North Carolina
$377K – – –
Atalanta Sosnoff Capital
822
Atalanta Sosnoff Capital
New York
$376K -$135K -497 -25%
FF
823
Financial Futures
New Jersey
$374K -$7.31K -27 -2%
BWL
824
Beacon Wealthcare LLC
North Carolina
$371K – – –
NOI
825
Newton One Investments
Delaware
$370K – – –