We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
901
Fisher Asset Management
Washington
$281K +$14.9K +55 +5%
MWA
902
Monograph Wealth Advisors
California
$281K
WCWM
903
Willow Creek Wealth Management
California
$281K -$55.8K -206 -16%
CA
904
Capital Advantage
California
$280K
FSWA
905
Financial Synergies Wealth Advisors
Texas
$279K +$294K +1,086 New
SC
906
Schoolcraft Capital
Colorado
$279K -$41.2K -152 -12%
SYBT
907
Stock Yards Bank & Trust
Kentucky
$278K
RP
908
Riverwater Partners
Wisconsin
$278K -$13.5K -50 -4%
HIMC
909
Heritage Investors Management Corp
Maryland
$276K
MWG
910
Martin Worley Group
Utah
$275K
NCM
911
Noesis Capital Mangement
Florida
$275K +$290K +1,070 New
CCA
912
Cobblestone Capital Advisors
New York
$274K -$20.9K -77 -7%
WDG
913
Wealth Dimensions Group
Ohio
$274K
SPI
914
Strategic Planning Inc
Ohio
$273K +$288K +1,062 New
BA
915
Bellwether Advisors
Nebraska
$272K
CWS
916
Confluence Wealth Services
Pennsylvania
$271K +$298K +1,101 New
PWAM
917
Private Wealth Asset Management
Iowa
$270K +$285K +1,051 New
WCM
918
Wealthcare Capital Management
Virginia
$270K
NPF
919
Norris Perne & French
Michigan
$269K
NLP
920
Next Level Private
New York
$269K +$1.08K +4 +0.4%
SG
921
StoneX Group
New York
$268K -$2.98K -11 -1%
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K -$352K -1,298 -55%
SWM
923
SK Wealth Management
Rhode Island
$267K +$306K +1,128 New
SJL
924
Shayne & Jacobs LLC
Tennessee
$266K
CWA
925
Consilio Wealth Advisors
Washington
$264K -$44.4K -164 -14%