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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$6.12M -$35.6K -148 -0.6%
RWI
227
Red Wave Investments
Pennsylvania
$6.07M +$55.7K +232 +1%
AWM
228
Avior Wealth Management
Nebraska
$6.04M -$32.9K -137 -0.6%
SA
229
Sanctuary Advisors
Indiana
$5.99M +$6.16M +25,651 New
LPAM
230
Lodestar Private Asset Management
California
$5.94M -$88.6K -369 -2%
MI
231
Moneywise Inc
Virginia
$5.93M +$2.55M +10,629 +81%
NEWAS
232
N.E.W. Advisory Services
Wisconsin
$5.91M -$43.5K -181 -0.8%
RWM
233
Ritholtz Wealth Management
New York
$5.87M +$461K +1,920 +9%
AWS
234
Atria Wealth Solutions
New York
$5.76M -$1.12M -4,644 -17%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$5.74M +$28.8K +120 +0.5%
SAM
236
Sawgrass Asset Management
Florida
$5.69M +$1.35M +5,600 +33%
IWC
237
Integrated Wealth Concepts
Massachusetts
$5.63M +$20.9K +87 +0.4%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$5.59M -$6.16M -25,653 -53%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$5.57M +$45.2K +188 +0.9%
GVAG
240
Great Valley Advisor Group
Delaware
$5.54M -$17.5K -73 -0.3%
AP
241
Adero Partners
California
$5.54M
KCM
242
Kendall Capital Management
Maryland
$5.53M -$25.2K -105 -0.5%
STA
243
Summit Trail Advisors
New York
$5.52M +$1.7M +7,058 +47%
KAH
244
Kathryn A. Hall
$5.52M
MWM
245
Modera Wealth Management
New Jersey
$5.45M -$110K -458 -2%
PWMAG
246
Pinnacle Wealth Management Advisory Group
New Jersey
$5.44M +$84.1K +350 +2%
IFS
247
Ifrah Financial Services
Arkansas
$5.37M -$195K -811 -4%
DWT
248
Dorsey & Whitney Trust
South Dakota
$5.36M +$177K +735 +4%
IB
249
Intrust Bank
Kansas
$5.34M -$529K -2,202 -9%
MWM
250
Marietta Wealth Management
Georgia
$5.07M +$2.16K +9 +0%