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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
301
Mather Group
Illinois
$5.78M +$334 +1 +0%
Vontobel Holding
302
Vontobel Holding
Switzerland
$5.77M -$97.4K -292 -2%
BF
303
Brooklyn FI
New York
$5.76M +$34.4K +103 +0.6%
SWM
304
Sendero Wealth Management
Texas
$5.75M +$1.04M +3,104 +23%
Citigroup
305
Citigroup
New York
$5.75M +$148K +444 +3%
SPIA
306
Steward Partners Investment Advisory
New York
$5.75M +$2.4M +7,207 +76%
OCM
307
Objective Capital Management
Ohio
$5.66M -$43.7K -131 -0.8%
WIM
308
Warwick Investment Management
Texas
$5.65M -$1.33K -4 -0%
EAN
309
Excelsior Advisor Network
Colorado
$5.62M -$155K -464 -3%
BFPW
310
BOK Financial Private Wealth
Colorado
$5.62M
PP
311
PDS Planning
Ohio
$5.61M +$50.7K +152 +0.9%
SCC
312
Seal Cove Capital
California
$5.6M -$285K -854 -5%
IWC
313
Infinity Wealth Counsel
Ohio
$5.57M +$140K +420 +3%
TCG
314
Transcendent Capital Group
Oklahoma
$5.56M -$29.4K -88 -0.5%
GT
315
Glenmede Trust
Pennsylvania
$5.48M -$7.67K -23 -0.1%
TWM
316
Tumwater Wealth Management
Idaho
$5.38M -$14K -42 -0.3%
GWS
317
Glassman Wealth Services
Virginia
$5.38M -$32.7K -98 -0.6%
JWCA
318
J.W. Cole Advisors
Florida
$5.37M +$5.21M +15,603 New
OCM
319
One Capital Management
California
$5.36M
AFP
320
ATLas Financial Planning
Georgia
$5.32M +$228K +683 +5%
KWM
321
Kingsview Wealth Management
Oregon
$5.31M -$10K -30 -0.2%
SQA
322
Simon Quick Advisors
New Jersey
$5.23M -$244K -730 -5%
IA
323
IFG Advisory
Georgia
$5.21M +$5.05M +15,141 New
EF
324
Evanson Financial
Virginia
$5.19M +$5.03M +15,082 New
ML
325
McAdam LLC
Pennsylvania
$5.16M -$1.61M -4,815 -24%