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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oakworth Capital
Alabama
$905K -$7.31K -44 -0.8%
CGL
327
Clarius Group LLC
Washington
$905K +$4.15K +25 +0.5%
KL
328
KWMG LLC
Kansas
$904K +$37.2K +224 +5%
IB
329
Intrust Bank
Kansas
$895K +$384K +2,311 +83%
RC
330
Roundview Capital
New Jersey
$862K
ACM
331
Advisors Capital Management
New Jersey
$843K -$166K -1,001 -17%
BOPW
332
Brandywine Oak Private Wealth
Pennsylvania
$841K
DJYG
333
David J. Yvars Group
Florida
$837K +$791K +4,762 New
GD
334
Grandfield & Dodd
New York
$830K +$7.48K +45 +1%
AFS
335
Annapolis Financial Services
Maryland
$822K +$777K +4,680 New
PWA
336
Physician Wealth Advisors
Utah
$818K +$22.3K +134 +3%
PCA
337
Personal Capital Advisors
California
$816K +$30.7K +185 +4%
HR
338
Hardy Reed
Mississippi
$808K +$764K +4,600 New
RB
339
Renasant Bank
Mississippi
$808K +$764K +4,600 New
APA
340
Allegiant Private Advisors
Florida
$797K +$754K +4,537 New
FA
341
FDx Advisors
Illinois
$791K +$138K +830 +23%
TFA
342
Transamerica Financial Advisors
Florida
$784K -$297K -1,785 -29%
NCM
343
Next Capital Management
New York
$778K
FHA
344
Flagship Harbor Advisors
Massachusetts
$778K +$498 +3 +0.1%
AAS
345
Avantax Advisory Services
Texas
$776K -$4.86M -29,272 -87%
NNP
346
Nachman Norwood & Parrott
South Carolina
$774K
FMWA
347
Forvis Mazars Wealth Advisors
Missouri
$772K
IF
348
Ironwood Financial
Arizona
$772K +$18.9K +114 +3%
BRWA
349
B. Riley Wealth Advisors
Florida
$763K +$43K +259 +6%
Brown Advisory
350
Brown Advisory
Maryland
$762K -$1.99K -12 -0.3%