We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
801
Yoder Wealth Management
California
$467K -$8.7K -33 -2%
BOM
802
Bank of Marin
California
$464K +$429K +1,627 New
AC
803
Avant Capital
Louisiana
$463K +$65.1K +247 +18%
MCM
804
Mitchell Capital Management
Kansas
$462K
GC
805
Grimes & Company
Massachusetts
$459K +$5.01K +19 +1%
CWM
806
Centric Wealth Management
Illinois
$458K +$189K +719 +86%
Fisher Asset Management
807
Fisher Asset Management
Washington
$455K +$133K +503 +46%
WWM
808
Western Wealth Management
Colorado
$454K +$32.1K +122 +8%
ACA
809
Affinity Capital Advisors
California
$452K -$6.06K -23 -1%
CFD
810
Creative Financial Designs
Indiana
$452K -$5.53K -21 -1%
QPWM
811
Quadrant Private Wealth Management
Pennsylvania
$451K +$92.2K +350 +29%
CAM
812
Clark Asset Management
New Hampshire
$450K +$416K +1,579 New
HCMT
813
Highland Capital Management (Tennessee)
Tennessee
$450K
MEAC
814
M.E. Allison & Co
Texas
$449K
AWA
815
Arete Wealth Advisors
Illinois
$448K +$5.8K +22 +1%
PTC
816
Private Trust Company
Ohio
$448K +$296K +1,122 +250%
HIS
817
Harvest Investment Services
Illinois
$443K +$790 +3 +0.2%
FFBTD
818
First Financial Bank - Trust Division
Ohio
$436K
LFGO
819
Legacy Financial Group (Oklahoma)
Oklahoma
$436K
FAIM
820
Financial Advocates Investment Management
Washington
$436K +$403K +1,528 New
OHIS
821
Oak Harvest Investment Services
Texas
$435K -$24K -91 -6%
NEPWA
822
New England Private Wealth Advisors
Massachusetts
$427K +$58.8K +223 +18%
CA
823
CoreCap Advisors
Michigan
$424K -$3.16K -12 -0.8%
BWA
824
BlueChip Wealth Advisors
Georgia
$421K
AIC
825
Allodium Investment Consultants
Minnesota
$420K