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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
276
Kestra Private Wealth Services
Texas
$2.49M +$731K +4,014 +43%
CSPAM
277
Cary Street Partners Asset Management
Virginia
$2.45M +$9.61M +52,781 +773%
LWA
278
LWS Wealth Advisors
New Jersey
$2.44M -$232K -1,275 -9%
PFG
279
Pinnacle Financial Group
Illinois
$2.44M -$9.1K -50 -0.4%
MFWP
280
Mosaic Family Wealth Partners
Missouri
$2.43M -$657K -3,609 -22%
MG
281
Mather Group
Illinois
$2.35M -$17.8K -98 -0.8%
WPC
282
Wedmont Private Capital
Pennsylvania
$2.33M -$177K -972 -7%
KFP
283
KMG Fiduciary Partners
Ohio
$2.3M +$1.91M +10,517 +594%
NAMP
284
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.28M -$146K -801 -6%
OC
285
Oppenheimer & Co
New York
$2.26M +$239K +1,310 +12%
API
286
Advisor Partners II
California
$2.25M +$2.19M +12,030 New
AT
287
Avalon Trust
New Mexico
$2.24M +$2.18M +12,000 New
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$2.21M -$84.3K -463 -4%
JWCA
289
J.W. Cole Advisors
Florida
$2.19M -$1.87M -10,290 -47%
PPP
290
Private Portfolio Partners
New Jersey
$2.18M +$36.2K +199 +2%
CAS
291
Coppell Advisory Solutions
Texas
$2.14M +$67.4K +370 +3%
CASC
292
Coppell Advisory Solutions Corp
Texas
$2.14M +$67.4K +370 +3%
Neuberger Berman Group
293
Neuberger Berman Group
New York
$2.12M -$75.9K -417 -4%
MSWMA
294
Market Street Wealth Management Advisors
Indiana
$2.12M -$95.8K -526 -4%
SW
295
SVB Wealth
Massachusetts
$2.1M +$39.5K +217 +2%
HI
296
Human Investing
Oregon
$2.09M -$7.28K -40 -0.4%
BFO
297
Boston Family Office
Massachusetts
$2.04M -$269K -1,479 -12%
SFC
298
Strategic Financial Concepts
Texas
$2.04M +$1.99M +10,919 New
LSAG
299
Lake Street Advisors Group
New Hampshire
$2.01M -$31.3K -172 -2%
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$2M +$48.8K +268 +3%