We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
901
Thoroughbred Financial Services
Tennessee
$237K
BC
902
Burney Company
Virginia
$237K
CFG
903
Cooper Financial Group
California
$236K -$3.3K -13 -1%
BTWM
904
Brass Tax Wealth Management
Ohio
$236K
AUB
905
Atlantic Union Bankshares
Virginia
$235K
MIM
906
Marco Investment Management
Georgia
$234K
WFPG
907
Waller Financial Planning Group
Ohio
$234K
CSC
908
Caldwell Sutter Capital
California
$234K
NB
909
NBT Bank
New York
$233K
AW
910
Avion Wealth
Texas
$233K +$254 +1 +0.1%
FF
911
Francis Financial
$233K
UFAC
912
Urban Financial Advisory Corp
Illinois
$232K +$761 +3 +0.3%
QPWM
913
Quadrant Private Wealth Management
Pennsylvania
$231K +$222K +875 New
Fisher Asset Management
914
Fisher Asset Management
Washington
$231K +$222K +876 New
FAIM
915
Financial Advocates Investment Management
Washington
$230K +$1.78K +7 +0.8%
CF
916
Centaurus Financial
California
$230K -$15.2K -60 -6%
CIA
917
Cladis Investment Advisory
Montana
$228K
JIC
918
Joel Isaacson & Co
New York
$228K +$219K +865 New
SW
919
SkyOak Wealth
Michigan
$227K
PCIA
920
Prime Capital Investment Advisors
Kansas
$227K -$8.37K -33 -4%
PSF
921
Pacific Sun Financial
California
$226K +$2.54K +10 +1%
SB
922
Strategic Blueprint
Georgia
$226K +$12.2K +48 +6%
SWM
923
SilverOak Wealth Management
Minnesota
$224K
SWM
924
Sterling Wealth Management
Illinois
$223K
SIC
925
Salem Investment Counselors
North Carolina
$223K -$14.7K -58 -6%