We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1026
Evergreen Wealth Solutions
Pennsylvania
$313K +$37.7K +113 +15%
CWA
1027
Consilio Wealth Advisors
Washington
$312K – – –
TBWA
1028
Three Bridge Wealth Advisors
California
$312K – – –
GFA
1029
Godfrey Financial Associates
New York
$312K +$83.4K +250 +38%
OCA
1030
OpenArc Corporate Advisory
Georgia
$311K +$11.7K +35 +4%
UFAC
1031
Urban Financial Advisory Corp
Illinois
$310K +$1K +3 +0.3%
CAC
1032
Certified Advisory Corp
Florida
$309K +$63K +189 +27%
MW
1033
Maia Wealth
Colorado
$309K +$334 +1 +0.1%
MYIA
1034
Mount Yale Investment Advisors
Colorado
$309K +$18.3K +55 +7%
LI
1035
LRI Investments
Florida
$308K – – –
VAS
1036
Vestmark Advisory Solutions
Massachusetts
$308K +$15.3K +46 +5%
SP
1037
Successful Portfolios
Florida
$308K -$5.67K -17 -2%
BFP
1038
Briaud Financial Planning
Texas
$307K – – –
CWM
1039
Connecticut Wealth Management
Connecticut
$306K – – –
MIM
1040
Marco Investment Management
Georgia
$306K – – –
2L
1041
25 LLC
Missouri
$305K – – –
WF
1042
Welch & Forbes
Massachusetts
$304K – – –
GLA
1043
Great Lakes Advisors
Illinois
$302K -$44K -132 -13%
WPWM
1044
Western Pacific Wealth Management
Illinois
$301K – – –
IPW
1045
Impact Partnership Wealth
Georgia
$299K +$22K +66 +8%
UAG
1046
United Advisor Group
Ohio
$299K -$14.3K -43 -5%
HGWM
1047
Horst & Graben Wealth Management
Oregon
$299K – – –
TPW
1048
TL Private Wealth
Texas
$298K +$289K +866 New
SS
1049
SBI Securities
Japan
$298K -$33.4K -100 -10%
SC
1050
Schoolcraft Capital
Colorado
$298K -$10K -30 -3%
40 41
42
43 44