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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
301
Warwick Investment Management
Texas
$5.16M -$26.9K -86 -0.5%
PP
302
PDS Planning
Ohio
$5.16M -$38.1K -122 -0.7%
AC
303
Apella Capital
Connecticut
$5.16M -$35K -112 -0.7%
RWM
304
Ritholtz Wealth Management
New York
$5.15M -$16.9K -54 -0.3%
BFPW
305
BOK Financial Private Wealth
Colorado
$5.14M
AFP
306
Ausdal Financial Partners
Iowa
$5.08M +$98.7K +316 +2%
TCG
307
Transcendent Capital Group
Oklahoma
$5.08M -$57.8K -185 -1%
PWA
308
Pitcairn Wealth Advisors
Pennsylvania
$5.07M +$5.03M +16,112 New
RCAG
309
Rehmann Capital Advisory Group
Michigan
$5.06M +$87.7K +281 +2%
Citigroup
310
Citigroup
New York
$5.04M -$1.22M -3,898 -20%
GT
311
Glenmede Trust
Pennsylvania
$5.03M +$4.99M +15,973 New
EWA
312
EP Wealth Advisors
California
$5.03M +$4.99M +15,971 New
BBA
313
BLB&B Advisors
Pennsylvania
$5.03M +$304K +974 +6%
WT
314
Washington Trust
Rhode Island
$5.02M
BF
315
Brooklyn FI
New York
$5.02M +$919K +2,944 +23%
GWS
316
Glassman Wealth Services
Virginia
$4.95M -$180K -576 -4%
TWM
317
Tumwater Wealth Management
Idaho
$4.94M
IA
318
IFG Advisory
Georgia
$4.91M -$257K -824 -5%
IWC
319
Infinity Wealth Counsel
Ohio
$4.9M -$257K -822 -5%
JWM
320
Johnson Wealth Management
North Dakota
$4.83M
JWCA
321
J.W. Cole Advisors
Florida
$4.78M +$105K +336 +2%
KWM
322
Kingsview Wealth Management
Oregon
$4.75M +$294K +943 +7%
FA
323
FC Advisory
Pennsylvania
$4.75M -$87.1K -279 -2%
MWA
324
Medallion Wealth Advisors
Connecticut
$4.75M +$405K +1,296 +9%
SWA
325
Sax Wealth Advisors
New Jersey
$4.71M +$286K +916 +7%