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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EP Wealth Advisors
California
$2.99M +$3.2K +14 +0.1%
WA
302
Win Advisors
Florida
$2.98M +$2.84M +12,434 New
PP
303
PDS Planning
Ohio
$2.98M -$19.2K -84 -0.7%
PFG
304
Pinnacle Financial Group
Illinois
$2.97M -$51.5K -225 -2%
TWD
305
True Wealth Design
Ohio
$2.92M -$32K -140 -1%
PIAS
306
PCA Investment Advisory Services
Ohio
$2.89M +$24.9K +109 +0.9%
QC
307
Quadrature Capital
United Kingdom
$2.88M +$2.75M +12,014 New
SSWM
308
Sheets Smith Wealth Management
North Carolina
$2.86M +$561K +2,450 +26%
ATI
309
ARK & TLK Investments
Oklahoma
$2.85M -$44.8K -196 -2%
CHC
310
City Holding Co
West Virginia
$2.84M +$548K +2,396 +25%
AWMS
311
Advocacy Wealth Management Services
Georgia
$2.8M +$2.68M +11,695 New
PPP
312
Private Portfolio Partners
New Jersey
$2.79M -$63.4K -277 -2%
PFS
313
Prospera Financial Services
Texas
$2.79M -$12.6K -55 -0.5%
CASC
314
Coppell Advisory Solutions Corp
Texas
$2.77M +$2.65M +11,564 New
IFG
315
Independent Financial Group
California
$2.77M -$286K -1,249 -10%
CFIA
316
Cantor Fitzgerald Investment Advisors
New York
$2.76M +$40.3K +176 +2%
NAMP
317
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.74M +$44.6K +195 +2%
Bessemer Group
318
Bessemer Group
New Jersey
$2.72M
BMM
319
Berkshire Money Management
Massachusetts
$2.66M -$756K -3,304 -23%
Lido Advisors
320
Lido Advisors
California
$2.64M +$2.52M +11,005 New
PI
321
PFG Investments
New York
$2.63M +$2.16M +9,461 +629%
LSAG
322
Lake Street Advisors Group
New Hampshire
$2.62M +$98.2K +429 +4%
RJT
323
Raymond James Trust
Florida
$2.6M +$14.9K +65 +0.6%
FAG
324
Fortitude Advisory Group
Washington
$2.59M +$233K +1,019 +10%
BFO
325
Boston Family Office
Massachusetts
$2.59M -$3.2K -14 -0.1%