VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
1076
Kera Capital Partners
California
$251K +$937 +3 +0.4%
HPM
1077
Hoxton Planning & Management
West Virginia
$251K -$2.19K -7 -0.9%
TWM
1078
Tanager Wealth Management
United Kingdom
$250K – – –
CWA
1079
Canvas Wealth Advisors
Kansas
$250K -$50.6K -162 -17%
GSWM
1080
Golden State Wealth Management
California
$249K – – –
AWM
1081
AAF Wealth Management
Massachusetts
$248K +$312 +1 +0.1%
AWMS
1082
Advocacy Wealth Management Services
Georgia
$248K -$96.5K -309 -28%
SAM
1083
Silvercrest Asset Management
New York
$248K – – –
HIG
1084
Heritage Investment Group
Florida
$248K – – –
OC
1085
Oarsman Capital
Wisconsin
$247K +$11.2K +36 +5%
KFP
1086
Kerr Financial Planning
California
$247K +$124K +397 +100%
IA
1087
IFP Advisors
Florida
$247K +$6.87K +22 +3%
ATC
1088
Argent Trust Co
Tennessee
$246K – – –
KCM
1089
Kanawha Capital Management
Virginia
$246K – – –
MCWS
1090
McKinley Carter Wealth Services
West Virginia
$246K +$625 +2 +0.3%
FT
1091
Fiduciary Trust
Massachusetts
$246K -$625 -2 -0.3%
GAG
1092
Goodman Advisory Group
Massachusetts
$245K -$8.12K -26 -3%
MWP
1093
MYCIO Wealth Partners
Pennsylvania
$245K – – –
CIA
1094
Covington Investment Advisors
Pennsylvania
$244K – – –
AI
1095
Accredited Investors
Minnesota
$244K -$23.7K -76 -9%
TFP
1096
Triune Financial Partners
Kansas
$241K +$1.25K +4 +0.5%
MFF
1097
Michels Family Financial
Texas
$241K -$11.6K -37 -5%
EC
1098
Eaton-Cambridge
Arizona
$241K -$10.3K -33 -4%
SSWM
1099
Smith Salley Wealth Management
North Carolina
$240K – – –
FSA
1100
Fort Sheridan Advisors
Illinois
$240K – – –
42 43
44
45 46