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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Frontier Wealth Management
Missouri
$247K +$242K +2,138 New
HPC
302
HM Payson & Co
Maine
$246K -$10.4K -92 -4%
BRWA
303
B. Riley Wealth Advisors
Florida
$246K +$241K +2,129 New
BO
304
Bank OZK
Arkansas
$242K
PP
305
Palladium Partners
Virginia
$242K
Truist Financial
306
Truist Financial
North Carolina
$227K +$223K +1,971 New
NFG
307
Next Financial Group
Texas
$225K -$49.8K -440 -19%
WPC
308
Waters Parkerson & Co
Louisiana
$225K
AIM
309
Acropolis Investment Management
Missouri
$219K
SBL
310
Sargent Bickham Lagudis
Colorado
$219K
GF
311
Goodman Financial
Texas
$218K +$4.53K +40 +2%
FHA
312
First Horizon Advisors
Tennessee
$214K +$77.8K +687 +59%
Citadel Advisors
313
Citadel Advisors
Florida
$213K -$2.48M -21,906 -92%
QAM
314
QCI Asset Management
New York
$213K
ASN
315
Advisory Services Network
Georgia
$213K +$679 +6 +0.3%
FCH
316
Freestone Capital Holdings
Washington
$202K +$198K +1,752 New
JWM
317
Jacobus Wealth Management
Wisconsin
$192K
OFW
318
Omnia Family Wealth
Florida
$190K +$906 +8 +0.5%
CAW
319
Cornerstone Advisors (Washington)
Washington
$184K
WCM
320
Wealthcare Capital Management
Virginia
$164K
PG
321
Patten Group
Tennessee
$155K
CPA
322
Clear Perspective Advisors
Illinois
$142K +$17.9K +158 +15%
PWM
323
Perigon Wealth Management
California
$141K -$84.3K -744 -38%
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$141K
Bessemer Group
325
Bessemer Group
New Jersey
$138K