VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
976
Asset Dedication LLC
California
$322K -$23.1K -74 -7%
CWM
977
Calamos Wealth Management
Illinois
$322K +$319K +1,023 New
CA
978
Capital Advantage
California
$322K – – –
FSWA
979
Financial Synergies Wealth Advisors
Texas
$321K -$8.74K -28 -3%
PWS
980
Physician Wealth Solutions
Nevada
$320K – – –
FL
981
FreeGulliver LLC
Louisiana
$319K – – –
RP
982
Riverwater Partners
Wisconsin
$318K -$20.3K -65 -6%
SC
983
Schoolcraft Capital
Colorado
$318K -$9.99K -32 -3%
SWRP
984
Summit Wealth & Retirement Planning
California
$317K – – –
LCM
985
Lazari Capital Management
California
$316K +$1.56K +5 +0.5%
FFA
986
Florida Financial Advisors
Florida
$316K +$314K +1,005 New
HBW
987
Hazlett, Burt & Watson
West Virginia
$316K +$87.7K +281 +39%
GCM
988
Gambit Capital Management
Tennessee
$315K +$313K +1,002 New
AC
989
Avestar Capital
New York
$315K – – –
CNFG
990
Creegan & Nassoura Financial Group
New Hampshire
$315K – – –
EWP
991
Equity Wealth Partners
Missouri
$312K -$17.5K -56 -5%
OFS
992
OneAscent Financial Services
Alabama
$312K -$6.01M -19,239 -95%
GI
993
GAMMA Investing
California
$311K – – –
HGWM
994
Horst & Graben Wealth Management
Oregon
$310K – – –
TAM
995
TCP Asset Management
Ohio
$310K – – –
LIA
996
Lynx Investment Advisory
District of Columbia
$308K +$1.25K +4 +0.4%
UAG
997
United Advisor Group
Ohio
$308K +$33.7K +108 +12%
DAS
998
Diversify Advisory Services
Utah
$305K -$3.44K -11 -1%
SS
999
SBI Securities
Japan
$304K +$312 +1 +0.1%
KAM
1000
KEB Asset Management
Illinois
$303K – – –
38 39
40
41 42