We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
176
Strategic Advisors
New York
$298K – – –
BWP
177
BSW Wealth Partners
Colorado
$294K – – –
CCM
178
Coe Capital Management
Illinois
$290K -$11.8K -130 -4%
AI
179
Accredited Investors
Minnesota
$264K +$264K +2,908 New
PP
180
Patten & Patten
Tennessee
$253K – – –
SB
181
Suntrust Banks
Georgia
$249K +$44.8K +493 +22%
DIP
182
DT Investment Partners
Pennsylvania
$236K – – –
EIM
183
Emerson Investment Management
Massachusetts
$226K – – –
LC
184
Lourd Capital
California
$225K – – –
ICAS
185
Investors Capital Advisory Services
Massachusetts
$222K -$20K -220 -8%
FM
186
Foster & Motley
Ohio
$216K +$217K +2,386 New
MFS
187
MSI Financial Services
Massachusetts
$208K -$12.2K -134 -6%
SIM
188
Sigma Investment Management
Oregon
$208K – – –
NEPWA
189
New England Private Wealth Advisors
Massachusetts
$207K +$208K +2,287 New
SJL
190
Shayne & Jacobs LLC
Tennessee
$204K +$205K +2,260 New
GF
191
Goodman Financial
Texas
$202K -$11.8K -130 -5%
DSC
192
Duncker Streett & Co
Missouri
$202K +$20.6K +227 +11%
WTB
193
Washington Trust Bank
Washington
$177K – – –
PMFA
194
Plante Moran Financial Advisors
Michigan
$167K – – –
RIA
195
Regal Investment Advisors
Michigan
$165K +$39.8K +438 +32%
BRWM
196
B. Riley Wealth Management
Tennessee
$152K -$16.6K -183 -10%
JWM
197
Jacobus Wealth Management
Wisconsin
$150K – – –
OCM
198
One Capital Management
California
$147K -$167K -1,839 -53%
QAM
199
QCI Asset Management
New York
$145K – – –
PAG
200
Private Advisor Group
New Jersey
$130K +$131K +1,438 New
6 7
8
9 10