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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
276
Merit Financial Group
Georgia
$1.85M +$1.36M +7,235 +205%
CSPIA
277
Cary Street Partners Investment Advisory
Virginia
$1.84M -$81.5K -434 -4%
NB
278
Nicolet Bankshares
Wisconsin
$1.83M -$105K -562 -5%
BAM
279
Belpointe Asset Management
Nevada
$1.82M +$12K +64 +0.6%
CCWA
280
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.81M +$1.97M +10,507 New
BFO
281
Boston Family Office
Massachusetts
$1.81M
CPFP
282
Clear Perspectives Financial Planning
Ohio
$1.8M -$3.36M -17,928 -63%
CG
283
Caprock Group
Idaho
$1.78M -$141K -752 -7%
KBFS
284
Kohmann Bosshard Financial Services
Ohio
$1.77M
HI
285
Human Investing
Oregon
$1.76M +$879K +4,685 +85%
IF
286
Ironwood Financial
Arizona
$1.76M +$304K +1,621 +19%
AIMC
287
Alley Investment Management Company
Illinois
$1.74M
HTC
288
Haverford Trust Company
Pennsylvania
$1.72M +$1.52M +8,120 +441%
D
289
Dentgroup
Louisiana
$1.69M +$1.88K +10 +0.1%
PPW
290
Parcion Private Wealth
Washington
$1.69M -$3.48M -18,553 -67%
Brown Advisory
291
Brown Advisory
Maryland
$1.68M +$982K +5,231 +115%
PGFC
292
Peapack-Gladstone Financial Corp
New Jersey
$1.67M -$194K -1,035 -10%
BFA
293
Beaumont Financial Advisors
Massachusetts
$1.67M -$284K -1,514 -14%
SSWM
294
Sheets Smith Wealth Management
North Carolina
$1.67M +$4.69K +25 +0.3%
AllianceBernstein
295
AllianceBernstein
Tennessee
$1.66M +$110K +586 +6%
WWM
296
Wiser Wealth Management
Georgia
$1.65M +$47.1K +251 +3%
MECA
297
Miller Equity Capital Advisors
Texas
$1.64M +$41.3K +220 +2%
CWS
298
Cypress Wealth Services
California
$1.63M -$536K -2,854 -23%
ASN
299
Advisory Services Network
Georgia
$1.62M +$173K +924 +11%
TFS
300
TrustCore Financial Services
Tennessee
$1.6M +$2.06K +11 +0.1%