We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
926
WNY Asset Management
New York
$354K +$370K +1,183 New
UW
927
Unique Wealth
Florida
$352K -$757K -2,419 -67%
CAM
928
Carret Asset Management
New York
$352K – – –
BWM
929
BKM Wealth Management
Wisconsin
$352K -$1.88K -6 -0.5%
Fisher Asset Management
930
Fisher Asset Management
Washington
$352K +$18.8K +60 +5%
Russell Investments Group
931
Russell Investments Group
United Kingdom
$351K -$446K -1,425 -55%
SLWM
932
Stone Loft Wealth Management
Pennsylvania
$348K +$364K +1,164 New
First Manhattan
933
First Manhattan
New York
$348K -$7.51K -24 -2%
GIM
934
Goelzer Investment Management
Indiana
$347K +$364K +1,162 New
BFIM
935
Beese Fulmer Investment Management
Ohio
$347K -$298K -951 -45%
HWM
936
HighMark Wealth Management
Minnesota
$344K – – –
Zacks Investment Management
937
Zacks Investment Management
Illinois
$342K +$939 +3 +0.3%
RWP
938
Revolve Wealth Partners
New Jersey
$340K – – –
MIA
939
MainStreet Investment Advisors
Illinois
$339K – – –
WDG
940
Wealth Dimensions Group
Ohio
$339K +$12.5K +40 +4%
AFC
941
Ares Financial Consulting
California
$339K – – –
HBW
942
Hazlett, Burt & Watson
West Virginia
$338K +$38.2K +122 +12%
Scotia Capital
943
Scotia Capital
Ontario, Canada
$337K +$12.2K +39 +4%
PWAM
944
Private Wealth Asset Management
Iowa
$332K – – –
Fifth Third Wealth Advisors
945
Fifth Third Wealth Advisors
Ohio
$332K – – –
PG
946
Prostatis Group
Maryland
$332K -$80.1K -256 -19%
SWM
947
SK Wealth Management
Rhode Island
$330K -$14.4K -46 -4%
Confluence Wealth Services
948
Confluence Wealth Services
Pennsylvania
$329K – – –
AFG
949
Altiora Financial Group
Ohio
$329K – – –
CF
950
Centaurus Financial
California
$328K +$1.56K +5 +0.5%