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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
301
Pitcairn
Pennsylvania
$4.6M
WIM
302
Warwick Investment Management
Texas
$4.58M -$32.4K -123 -0.8%
WT
303
Washington Trust
Rhode Island
$4.57M -$14.5K -55 -0.3%
SWA
304
Sax Wealth Advisors
New Jersey
$4.57M -$48.5K -184 -1%
AFP
305
Ausdal Financial Partners
Iowa
$4.5M -$150K -568 -3%
MCA
306
Magnolia Capital Advisors
Mississippi
$4.5M -$530K -2,010 -11%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$4.49M +$571K +2,169 +16%
EWA
308
EP Wealth Advisors
California
$4.49M -$52.4K -199 -1%
IFA
309
Interactive Financial Advisors
Illinois
$4.42M -$221K -839 -5%
WPW
310
Watershed Private Wealth
Illinois
$4.42M -$6.06K -23 -0.1%
FA
311
FC Advisory
Pennsylvania
$4.41M -$296K -1,125 -7%
JWCA
312
J.W. Cole Advisors
Florida
$4.39M +$471K +1,788 +13%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$4.34M +$2.18M +8,286 +120%
BBA
314
BLB&B Advisors
Pennsylvania
$4.28M -$204K -776 -5%
EWM
315
Evercore Wealth Management
New York
$4.14M -$26.3K -100 -0.7%
KFP
316
KMG Fiduciary Partners
Ohio
$4.09M -$10.5K -40 -0.3%
CCB
317
Country Club Bank
Missouri
$4.08M +$154K +584 +4%
FCG
318
Financial Connections Group
California
$4.04M
TFCP
319
Twin Focus Capital Partners
Massachusetts
$4.04M +$369K +1,400 +11%
FA
320
Fiducient Advisors
Illinois
$4.03M -$145K -551 -4%
SF
321
SWP Financial
California
$3.98M -$263 -1 -0%
G
322
Gainplan
Michigan
$3.98M -$3.76M -14,282 -51%
SWM
323
SigFig Wealth Management
California
$3.9M +$267K +1,014 +8%
MWA
324
Medallion Wealth Advisors
Connecticut
$3.9M -$183K -696 -5%
SAM
325
Secure Asset Management
Michigan
$3.87M +$3.57M +13,552 New