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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
276
Savvy Advisors Inc
New York
$6.18M +$3M +9,597 +87%
KWA
277
Kingswood Wealth Advisors
California
$6.07M +$265K +846 +4%
RWI
278
Red Wave Investments
Pennsylvania
$6.06M -$498K -1,591 -7%
LPAM
279
Lodestar Private Asset Management
California
$6.04M -$102K -327 -2%
OFS
280
OneAscent Financial Services
Alabama
$6.04M +$6.01M +19,216 +1,939%
OC
281
Oppenheimer & Co
New York
$5.97M -$89.2K -285 -1%
ML
282
McAdam LLC
Pennsylvania
$5.92M -$470K -1,501 -7%
CB
283
Commerce Bank
Missouri
$5.84M +$294K +940 +5%
BDF
284
Black Diamond Financial
Maryland
$5.72M +$313 +1 +0%
IFS
285
Ifrah Financial Services
Arkansas
$5.58M -$168K -537 -3%
Vanguard National Trust
286
Vanguard National Trust
Pennsylvania
$5.56M +$5.82M +18,597 New
BNMT
287
Bawa N Mallick Trust
New York
$5.53M – – –
FA
288
Fountainhead AM
New Jersey
$5.48M +$1.26M +4,036 +28%
AWM
289
Avior Wealth Management
Nebraska
$5.47M -$547K -1,747 -9%
AFG
290
Atomi Financial Group
New York
$5.47M -$66.3K -212 -1%
DWP
291
Daymark Wealth Partners
Ohio
$5.45M +$3.55M +11,338 +164%
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
$5.37M +$5.62M +17,970 New
OCM
293
One Capital Management
California
$5.36M +$46K +147 +0.8%
MWM
294
Mission Wealth Management
California
$5.35M +$30.7K +98 +0.6%
RTC
295
Riverview Trust Company
Washington
$5.27M – – –
MCA
296
Magnolia Capital Advisors
Mississippi
$5.2M -$280K -896 -5%
SCC
297
Seal Cove Capital
California
$5.12M – – –
Vontobel Holding
298
Vontobel Holding
Switzerland
$5.1M -$413K -1,320 -7%
PWA
299
Pitcairn Wealth Advisors
Pennsylvania
$5.07M – – –
MG
300
Mather Group
Illinois
$5.03M -$62.9K -201 -1%