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
851
CreativeOne Wealth
Kansas
$341K +$6.77K +25 +2%
Accredited Investors
852
Accredited Investors
Minnesota
$340K – – –
SCP
853
Shorepoint Capital Partners
Massachusetts
$339K +$4.88K +18 +1%
CAM
854
Carret Asset Management
New York
$338K – – –
EAM
855
Empirical Asset Management
Massachusetts
$338K – – –
BCA
856
Ballentine Capital Advisors
South Carolina
$337K – – –
OA
857
Oxbow Advisors
Texas
$337K – – –
SC
858
Schoolcraft Capital
Colorado
$333K -$6.23K -23 -2%
BWP
859
Barlow Wealth Partners
Kentucky
$333K – – –
CM
860
Cornerstone Management
Georgia
$333K +$17.3K +64 +5%
NEPWA
861
New England Private Wealth Advisors
Massachusetts
$333K +$37.9K +140 +13%
MWM
862
MY Wealth Management
Maryland
$333K -$1.9K -7 -0.6%
BFG
863
Bouchey Financial Group
New York
$331K +$24.7K +91 +8%
MSG
864
Main Street Group
Virginia
$330K -$10.3K -38 -3%
KPWG
865
KFA Private Wealth Group
Virginia
$329K +$331K +1,221 New
HWM
866
HighMark Wealth Management
Minnesota
$326K -$23K -85 -7%
Scotia Capital
867
Scotia Capital
Ontario, Canada
$324K -$11.9K -44 -4%
IAA
868
Ironsides Asset Advisors
North Carolina
$324K – – –
WCF
869
West Coast Financial
California
$324K – – –
CP
870
Creekside Partners
California
$322K +$813 +3 +0.3%
IAP
871
Indie Asset Partners
Indiana
$321K +$1.08K +4 +0.3%
CWA
872
Consilio Wealth Advisors
Washington
$321K +$1.9K +7 +0.6%
TWM
873
Trevian Wealth Management
Massachusetts
$321K – – –
SW
874
SkyOak Wealth
Michigan
$321K +$88.1K +325 +38%
BWM
875
BKM Wealth Management
Wisconsin
$320K -$24.1K -89 -7%