We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
1001
Pacific Sun Financial
California
$245K – – –
Bradley Foster & Sargent
1002
Bradley Foster & Sargent
Connecticut
$245K – – –
RF
1003
Roxbury Financial
New Jersey
$244K -$263 -1 -0.1%
Accredited Investors
1004
Accredited Investors
Minnesota
$243K -$3.95K -15 -2%
SWM
1005
Sterling Wealth Management
Illinois
$242K +$224K +849 New
AW
1006
Avion Wealth
Texas
$242K – – –
CG
1007
CFO4Life Group
Texas
$241K – – –
HR
1008
Howe & Rusling
New York
$241K +$141K +537 +175%
SWM
1009
SilverOak Wealth Management
Minnesota
$240K – – –
CPA
1010
Compass Planning Associates
Massachusetts
$239K – – –
RIS
1011
Retirement Income Solutions
Michigan
$239K – – –
Geneos Wealth Management
1012
Geneos Wealth Management
Colorado
$239K +$19.5K +74 +10%
CL
1013
COWA LLC
Oklahoma
$237K – – –
SPW
1014
Sonoma Private Wealth
California
$236K – – –
WRPWM
1015
Werba Rubin Papier Wealth Management
California
$235K +$217K +825 New
DWA
1016
Davis Wealth Advisors
New Hampshire
$235K +$217K +822 New
SDWMA
1017
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K – – –
CB
1018
CNB Bank
Pennsylvania
$234K – – –
RCWM
1019
Royal Capital Wealth Management
Indiana
$233K – – –
BH
1020
Burk Holdings
Oklahoma
$233K -$39K -148 -15%
Mairs & Power Inc
1021
Mairs & Power Inc
Minnesota
$233K -$1.05K -4 -0.5%
ACP
1022
Aviance Capital Partners
Florida
$232K – – –
VWA
1023
Visionary Wealth Advisors
Illinois
$231K +$4.74K +18 +2%
CWA
1024
Clarity Wealth Advisors
California
$231K – – –
MA
1025
MBA Advisors
Pennsylvania
$229K -$515K -1,954 -71%