VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
876
Parkside Financial Bank & Trust
Missouri
$11.2K – – –
HMS
877
Hanseatic Management Services
New Mexico
$11K +$1.09K +6 +12%
LFG
878
Larson Financial Group
Missouri
$9.71K +$3.1K +17 +49%
FFA
879
Farther Finance Advisors
California
$9.34K -$2.91K -16 -24%
2L
880
25 LLC
Missouri
$8.72K +$8.38K +46 New
FMP
881
Financial Management Professionals
Texas
$8K -$4.96M -27,246 -100%
HDIM
882
Hanson & Doremus Investment Management
Vermont
$8K – – –
FWM
883
Focused Wealth Management
New York
$7.31K – – –
GWANC
884
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.1K +$3.28K +18 +90%
PPWM
885
PFG Private Wealth Management
Florida
$6.72K -$1.27K -7 -16%
GWSG
886
GPS Wealth Strategies Group
Colorado
$6.72K +$6.55K +36 New
NL
887
NVWM LLC
Pennsylvania
$6.16K -$1.46K -8 -20%
SWA
888
SOA Wealth Advisors
New York
$5.72K +$182 +1 +3%
EWM
889
EPG Wealth Management
Georgia
$5.23K – – –
TAM
890
Townsend Asset Management
North Carolina
$4.48K – – –
CA
891
Crewe Advisors
Utah
$4.11K – – –
CMP
892
Coston McIsaac & Partners
Maine
$4K -$221K -1,213 -98%
EWM
893
Endurance Wealth Management
Rhode Island
$4K – – –
MA
894
Montag & Associates
Georgia
$1.5K – – –
PFA
895
Pathway Financial Advisers
Indiana
$1.13K -$5.1K -28 -82%
FCA
896
FinTrust Capital Advisors
South Carolina
$697 – – –
WA
897
WestEnd Advisors
North Carolina
$374 – – –
FA
898
Fiducient Advisors
Illinois
– -$35M -201,032 Closed
CFO
899
Callan Family Office
Pennsylvania
– -$15M -85,874 Closed
BHB
900
Bank Hapoalim BM
Israel
– -$12.4M -71,000 Closed
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36
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