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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
276
Warwick Investment Management
Texas
$3.21M -$695K -3,401 -19%
CCB
277
Country Club Bank
Missouri
$3.21M
RTC
278
Riverview Trust Company
Washington
$3.21M
SWM
279
SigFig Wealth Management
California
$3.19M -$381K -1,863 -11%
WFA
280
Wells Financial Advisors
Massachusetts
$3.18M -$81.8K -400 -3%
AWM
281
Abound Wealth Management
Tennessee
$3.17M -$28.6K -140 -1%
MG
282
Mather Group
Illinois
$3.17M +$399K +1,952 +16%
BWM
283
Baystate Wealth Management
Massachusetts
$3.16M -$160K -785 -5%
BMM
284
Berkshire Money Management
Massachusetts
$3.14M -$976K -4,775 -25%
FCG
285
Financial Connections Group
California
$3.11M +$2.91M +14,249 New
AWM
286
Atticus Wealth Management
Florida
$3.07M -$426K -2,084 -13%
FA
287
FC Advisory
Pennsylvania
$3.04M +$40.3K +197 +1%
MBI
288
May Barnhard Investments
Maryland
$3.02M +$2.83M +13,843 New
BA
289
Bristlecone Advisors
Washington
$3M +$5.93K +29 +0.2%
KFP
290
KMG Fiduciary Partners
Ohio
$2.99M
MC
291
Mathes Company
New York
$2.94M
PAS
292
Park Avenue Securities
New York
$2.93M -$870K -4,257 -24%
PP
293
PrairieView Partners
Minnesota
$2.87M +$28.8K +141 +1%
SC
294
SouthState Corp
Florida
$2.86M -$104K -507 -4%
HI
295
Human Investing
Oregon
$2.85M +$505K +2,471 +23%
WPW
296
Watershed Private Wealth
Illinois
$2.85M -$686K -3,354 -20%
TC
297
TownSquare Capital
Utah
$2.84M +$2.02M +9,887 +314%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$2.8M +$64.8K +317 +3%
IFG
299
Independent Financial Group
California
$2.79M +$46.6K +228 +2%
PFG
300
Pinnacle Financial Group
Illinois
$2.75M +$231K +1,130 +10%