VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
876
Triangle Securities Wealth Management
North Carolina
$265K – – –
SWRP
877
Summit Wealth & Retirement Planning
California
$265K – – –
GAA
878
Global Assets Advisory
Florida
$264K +$256K +1,010 New
RFN
879
RDA Financial Network
Iowa
$264K -$50.7K -200 -17%
AC
880
Avestar Capital
New York
$263K – – –
CNFG
881
Creegan & Nassoura Financial Group
New Hampshire
$263K – – –
AAP
882
Arax Advisory Partners
Colorado
$263K -$8.37K -33 -3%
SCM
883
SOL Capital Management
Maryland
$263K – – –
B
884
BetterWealth
California
$261K -$5.83K -23 -2%
TAM
885
TCP Asset Management
Ohio
$261K – – –
I
886
INVST
Indiana
$254K -$7.61K -30 -3%
LIA
887
Lynx Investment Advisory
District of Columbia
$254K +$761 +3 +0.3%
KAM
888
KEB Asset Management
Illinois
$254K – – –
FHA
889
First Horizon Advisors
Tennessee
$254K +$70.3K +277 +40%
CWM
890
Congress Wealth Management
Massachusetts
$253K -$12M -47,360 -98%
SG
891
StoneX Group
New York
$250K +$254 +1 +0.1%
VA
892
Valmark Advisers
Ohio
$250K – – –
AI
893
Axos Invest
Nevada
$249K +$240K +945 New
WIP
894
WealthCare Investment Partners
Rhode Island
$248K +$37.8K +149 +19%
AIA
895
Arbor Investment Advisors
North Carolina
$247K – – –
MPPLM
896
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$247K – – –
NCFG
897
New Century Financial Group
New Jersey
$247K +$237K +936 New
BTI
898
Blue Trust Inc
Georgia
$245K -$56.3K -222 -18%
LI
899
LRI Investments
Florida
$245K – – –
HWA
900
Hilltop Wealth Advisors
North Carolina
$242K – – –
34 35
36
37 38