We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
901
Disciplined Investments
Oklahoma
$315K
UB
902
UMB Bank
Missouri
$314K -$11.1K -42 -4%
CWS
903
Confluence Wealth Services
Pennsylvania
$314K
HFA
904
High Falls Advisors
New York
$314K +$290K +1,101 New
AFG
905
Altiora Financial Group
Ohio
$314K
ADL
906
Asset Dedication LLC
California
$313K -$126K -479 -30%
MWA
907
Monograph Wealth Advisors
California
$313K
CF
908
Centaurus Financial
California
$312K +$17.9K +68 +7%
OWM
909
Opes Wealth Management
California
$312K -$19.8K -75 -6%
WCWM
910
Willow Creek Wealth Management
California
$312K
CWA
911
Canvas Wealth Advisors
Kansas
$311K -$92.2K -350 -25%
SC
912
Schoolcraft Capital
Colorado
$309K
RP
913
Riverwater Partners
Wisconsin
$308K
SYBT
914
Stock Yards Bank & Trust
Kentucky
$308K
MSG
915
Main Street Group
Virginia
$307K -$28.2K -107 -9%
AWA
916
Alaska Wealth Advisors
Alaska
$306K +$283K +1,074 New
NCM
917
Noesis Capital Mangement
Florida
$305K
WDG
918
Wealth Dimensions Group
Ohio
$304K
BA
919
Bellwether Advisors
Nebraska
$302K
HIMC
920
Heritage Investors Management Corp
Maryland
$302K -$3.95K -15 -1%
FSWA
921
Financial Synergies Wealth Advisors
Texas
$302K -$7.64K -29 -3%
PWAM
922
Private Wealth Asset Management
Iowa
$300K
WCM
923
Wealthcare Capital Management
Virginia
$300K
NPF
924
Norris Perne & French
Michigan
$299K
SG
925
StoneX Group
New York
$299K