We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDC
201
Thompson Davis & Co
Virginia
$109K +$9.09K +100 +9%
BBPWM
202
Blue Bell Private Wealth Management
Pennsylvania
$105K
JWA
203
JFS Wealth Advisors
Pennsylvania
$93K +$273 +3 +0.3%
SFPM
204
Sensible Financial Planning & Management
Massachusetts
$91K +$92.1K +1,014 New
SSB
205
Sandy Spring Bank
Maryland
$83K
AA
206
AlphaMark Advisors
Kentucky
$72K
Chevy Chase Trust
207
Chevy Chase Trust
Maryland
$65K
ST
208
Stifel Trust
Missouri
$65K +$9.9K +109 +18%
First Manhattan
209
First Manhattan
New York
$63K
FBT
210
Founders Bank & Trust
Michigan
$63K
WCM
211
Wealthcare Capital Management
Virginia
$61K
TSW
212
Thompson Siegel & Walmsley
Virginia
$50K +$50.4K +555 New
BC
213
Bartlett & Co
Ohio
$45K
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$42K
FHA
215
First Horizon Advisors
Tennessee
$41K -$12K -132 -22%
EWM
216
Edge Wealth Management
New York
$40K +$40.6K +447 New
WTC
217
WhitTier Trust Company
Nevada
$37K +$37K +407 New
TWA
218
TCI Wealth Advisors
Arizona
$34K
Bessemer Group
219
Bessemer Group
New Jersey
$34K +$34.5K +380 New
WEC
220
Winslow Evans & Crocker
Massachusetts
$32.6K
JIC
221
Joel Isaacson & Co
New York
$27K
MWP
222
MYCIO Wealth Partners
Pennsylvania
$23K +$91 +1 +0.4%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$21K
PFO
224
Pathstone Family Office
New Jersey
$11K -$13.5K -149 -54%
WA
225
Waverly Advisors
Alabama
$10K