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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
Wiser Wealth Management
Georgia
$1.57M +$364 +2 +0%
ASN
302
Advisory Services Network
Georgia
$1.55M +$14.4K +79 +0.8%
BAM
303
Belpointe Asset Management
Nevada
$1.55M -$204K -1,121 -11%
PPW
304
Parcion Private Wealth
Washington
$1.52M -$4.54K -25 -0.3%
Cerity Partners
305
Cerity Partners
New York
$1.5M +$34K +187 +2%
ANTB
306
AMG National Trust Bank
Colorado
$1.48M +$914K +5,025 +125%
FPTW
307
Franklin, Parlapiano, Turner & Welch
Texas
$1.47M
TFS
308
TrustCore Financial Services
Tennessee
$1.46M -$60.5K -333 -4%
BRWA
309
B. Riley Wealth Advisors
Florida
$1.45M +$923K +5,078 +134%
HTC
310
Haverford Trust Company
Pennsylvania
$1.44M -$214K -1,175 -12%
YIA
311
YHB Investment Advisors
Connecticut
$1.43M +$174K +955 +12%
LPP
312
Life Planning Partners
Florida
$1.41M
RRA
313
Round Rock Advisors
Connecticut
$1.41M -$4.73K -26 -0.3%
CIAS
314
Capital Investment Advisory Services
North Carolina
$1.39M
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$1.39M +$26.5K +146 +2%
FFG
316
Fortem Financial Group
California
$1.38M
IAG
317
Investmark Advisory Group
Connecticut
$1.37M
EAM
318
Evanson Asset Management
California
$1.36M +$5.09K +28 +0.3%
GPWA
319
Great Point Wealth Advisors
Massachusetts
$1.36M
NHC
320
Nicholas Hoffman & Company
Georgia
$1.36M
SSW
321
Stone Summit Wealth
Florida
$1.36M
AAS
322
Avantax Advisory Services
Texas
$1.35M +$4K +22 +0.3%
MCM
323
Maryland Capital Management
Maryland
$1.34M +$13.8K +76 +0.9%
CBFP
324
Cedar Brook Financial Partners
Ohio
$1.33M +$64.4K +354 +5%
PIFP
325
Partners in Financial Planning
Virginia
$1.31M +$241K +1,324 +22%