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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
251
LWS Wealth Advisors
New Jersey
$2.43M -$23.6K -126 -0.9%
SC
252
SouthState Corp
Florida
$2.35M +$19.1K +102 +0.8%
TIM
253
Tortoise Investment Management
New York
$2.34M +$1.44M +7,680 +130%
LFP
254
Leeward Financial Partners
Washington
$2.31M +$201K +1,070 +9%
RFA
255
Radnor Financial Advisors
Pennsylvania
$2.3M -$4.88K -26 -0.2%
PFG
256
Pinnacle Financial Group
Illinois
$2.26M -$115K -615 -4%
CP
257
Capital Planning
Washington
$2.25M -$12.6K -67 -0.5%
PPP
258
Private Portfolio Partners
New Jersey
$2.14M -$163K -868 -7%
NAMP
259
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.14M +$94.8K +505 +4%
HWM
260
HB Wealth Management
Georgia
$2.13M -$4.31M -22,942 -65%
RHBC
261
R.H. Bluestein & Co
Michigan
$2.11M +$392K +2,090 +21%
MG
262
Mather Group
Illinois
$2.1M +$62.7K +334 +3%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$2.06M +$20.6K +110 +0.9%
Neuberger Berman Group
264
Neuberger Berman Group
New York
$2.05M -$13.9K -74 -0.6%
E
265
Ergoteles
New York
$2M +$2.18M +11,627 New
VCM
266
Versant Capital Management
Arizona
$1.98M -$31K -165 -1%
GC
267
Garde Capital
Washington
$1.97M -$71.7K -382 -3%
SSI
268
Scott & Selber Inc
Texas
$1.96M +$3.57K +19 +0.2%
BA
269
Bristlecone Advisors
Washington
$1.93M -$7.51K -40 -0.4%
MSWMA
270
Market Street Wealth Management Advisors
Indiana
$1.92M +$94.6K +504 +5%
BF
271
Blankinship & Foster
California
$1.91M -$67K -357 -3%
LSAG
272
Lake Street Advisors Group
New Hampshire
$1.89M
BFA
273
Bluestem Financial Advisors
Illinois
$1.88M +$28.3K +151 +1%
OC
274
Oppenheimer & Co
New York
$1.87M +$25.2K +134 +1%
KPWS
275
Kestra Private Wealth Services
Texas
$1.86M +$48.2K +257 +2%