We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CQWA
901
Chokshi & Queen Wealth Advisors
California
$407K -$202K -648 -33%
WI
902
Wedgewood Investors
Pennsylvania
$405K – – –
ITIM
903
Indiana Trust & Investment Management
Indiana
$402K – – –
PWA
904
Peterson Wealth Advisors
Utah
$402K -$321K -1,027 -45%
SPWM
905
Smith Partners Wealth Management
North Carolina
$398K +$395K +1,265 New
CGA
906
Crescent Grove Advisors
Illinois
$397K – – –
MF
907
Meridian Financial
Massachusetts
$397K -$31.2K -100 -7%
PP
908
Prosperity Planning
Missouri
$395K – – –
HIS
909
Harvest Investment Services
Illinois
$394K -$58.1K -186 -13%
GCA
910
Greenwood Capital Associates
South Carolina
$394K – – –
OA
911
Oxbow Advisors
Texas
$393K – – –
GWP
912
Gateway Wealth Partners
Wisconsin
$392K +$136K +435 +54%
BWP
913
Barlow Wealth Partners
Kentucky
$390K – – –
UBV
914
United Bank (Virginia)
Virginia
$386K – – –
KPWG
915
KFA Private Wealth Group
Virginia
$384K – – –
CMP
916
Courage Miller Partners
Virginia
$384K – – –
SW
917
SkyOak Wealth
Michigan
$379K – – –
UF
918
Univest Financial
Pennsylvania
$379K – – –
IAA
919
Ironsides Asset Advisors
North Carolina
$378K – – –
SOS
920
Silver Oak Securities
Tennessee
$377K +$90.2K +289 +32%
CP
921
Creekside Partners
California
$377K +$625 +2 +0.2%
AIC
922
Allodium Investment Consultants
Minnesota
$376K -$88.1K -282 -19%
CM
923
Cornerstone Management
Georgia
$376K -$9.37K -30 -2%
TWM
924
Trevian Wealth Management
Massachusetts
$375K – – –
First Manhattan
925
First Manhattan
New York
$374K -$17.2K -55 -4%