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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
Blankinship & Foster
California
$2.58M +$643 +3 +0%
VCM
252
Versant Capital Management
Arizona
$2.58M -$83.8K -391 -3%
AWS
253
AJ Wealth Strategies
New York
$2.54M -$115K -535 -4%
FHA
254
Flagship Harbor Advisors
Massachusetts
$2.53M +$1.5M +6,998 +157%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$2.52M -$98.2K -458 -4%
IPW
256
Intergy Private Wealth
Colorado
$2.51M +$2.43M +11,354 New
SSI
257
Scott & Selber Inc
Texas
$2.5M +$3.43K +16 +0.1%
NB
258
Nicolet Bankshares
Wisconsin
$2.49M -$96.7K -451 -4%
BA
259
Bristlecone Advisors
Washington
$2.48M -$9.01K -42 -0.4%
Neuberger Berman Group
260
Neuberger Berman Group
New York
$2.46M -$388K -1,808 -14%
BFA
261
Beaumont Financial Advisors
Massachusetts
$2.46M +$15K +70 +0.6%
LSAG
262
Lake Street Advisors Group
New Hampshire
$2.43M +$2.35M +10,980 New
WAM
263
WealthTrust Asset Management
Florida
$2.41M -$112K -522 -5%
NAMP
264
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.41M -$21.4K -100 -0.9%
KPWS
265
Kestra Private Wealth Services
Texas
$2.39M +$145K +674 +7%
BFA
266
Bluestem Financial Advisors
Illinois
$2.37M -$52.3K -244 -2%
AC
267
Alley Company
Illinois
$2.35M
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$2.34M +$156K +728 +7%
BFO
269
Boston Family Office
Massachusetts
$2.32M +$262K +1,220 +13%
OC
270
Oppenheimer & Co
New York
$2.29M +$187K +873 +9%
KBFS
271
Kohmann Bosshard Financial Services
Ohio
$2.27M
D
272
Dentgroup
Louisiana
$2.16M +$2.09M +9,755 New
RRA
273
Round Rock Advisors
Connecticut
$2.12M +$2.05M +9,573 New
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$2.12M -$16.1K -75 -0.8%
WWM
275
Wiser Wealth Management
Georgia
$2.09M -$1.93K -9 -0.1%