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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
301
Private Ocean
California
$673K -$11.3K -80 -2%
KWM
302
Kingsview Wealth Management
Oregon
$668K +$4.81K +34 +0.8%
ACP
303
Ashfield Capital Partners
California
$668K +$30.7K +217 +5%
AAS
304
Avantax Advisory Services
Texas
$664K +$633K +4,477 New
GWS
305
Glassman Wealth Services
Virginia
$661K -$7.21K -51 -1%
SWM
306
Sculati Wealth Management
Michigan
$658K +$629K +4,449 New
NCM
307
Next Capital Management
New York
$655K
MFT
308
Moisand Fitzgerald Tamayo
Florida
$650K -$141 -1 -0%
FHA
309
Flagship Harbor Advisors
Massachusetts
$650K +$1.42K +10 +0.2%
OCM
310
One Capital Management
California
$648K -$46.3K -327 -7%
PCA
311
Personal Capital Advisors
California
$627K +$289K +2,045 +93%
AI
312
Atria Investments
North Carolina
$627K +$600K +4,242 New
ASN
313
Advisory Services Network
Georgia
$614K -$96.5K -682 -14%
PWW
314
Pettyjohn Wood & White
Virginia
$614K +$1.98K +14 +0.3%
DC
315
Davenport & Co
Virginia
$611K +$13.3K +94 +2%
AWM
316
Argent Wealth Management
Massachusetts
$602K +$576K +4,075 New
V
317
Veritable
Delaware
$597K -$14.1K -100 -2%
CHC
318
City Holding Co
West Virginia
$594K
HB
319
Homrich & Berg
Georgia
$592K
BO
320
Bank OZK
Arkansas
$590K +$16.3K +115 +3%
PPW
321
Parcion Private Wealth
Washington
$586K +$561K +3,965 New
ACM
322
Allred Capital Management
Texas
$584K +$1.98K +14 +0.4%
BRWA
323
B. Riley Wealth Advisors
Florida
$574K +$118K +837 +27%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$573K
CGL
325
Clarius Group LLC
Washington
$572K +$990 +7 +0.2%