VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
951
Wetzel Investment Advisors
Indiana
$72K +$67.5K +330 New
WAG
952
Windsor Advisory Group
Ohio
$67.6K +$63.4K +310 New
CFO
953
Colony Family Offices
North Carolina
$64.6K – – –
IGWM
954
ICA Group Wealth Management
Colorado
$63.5K +$59.5K +291 New
SIS
955
Sound Income Strategies
Florida
$58K +$22.3K +109 +69%
WB
956
Webster Bank
Connecticut
$56.1K – – –
AIC
957
Archer Investment Corporation
Indiana
$55.2K – – –
JGIA
958
Jackson Grant Investment Advisers
Connecticut
$54.7K – – –
GFL
959
Granite FO LLC
New Hampshire
$53K – – –
RLIM
960
Red Lighthouse Investment Management
New York
$52.1K – – –
CSC
961
Caldwell Sutter Capital
California
$50.2K – – –
PIA
962
Powell Investment Advisors
Florida
$49.3K +$204 +1 +0.4%
CWC
963
Carolinas Wealth Consulting
North Carolina
$47.7K – – –
RMC
964
Resources Management Corp
Connecticut
$46K – – –
BCA
965
Bray Capital Advisors
Florida
$45.8K – – –
CCP
966
Clarkston Capital Partners
Michigan
$44.9K +$42.1K +206 New
CAL
967
Capital Analysts LLC
Pennsylvania
$43K -$2.45K -12 -6%
TAM
968
Tucker Asset Management
Colorado
$41.9K -$2.66K -13 -6%
CCM
969
Chilton Capital Management
Texas
$41.2K – – –
PA
970
Pineridge Advisors
Missouri
$41.2K +$38.6K +189 New
PTC
971
Private Trust Company
Ohio
$40.4K -$20.4K -100 -35%
OCM
972
Orion Capital Management
California
$39.7K – – –
NSIM
973
North Star Investment Management
Illinois
$37.1K – – –
JHCP
974
Jackson Hole Capital Partners
Oklahoma
$35.2K +$204 +1 +0.6%
USB
975
Union Savings Bank
Connecticut
$33.8K – – –