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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$724K +$522K +2,883 +282%
GA
377
GFS Advisors
Texas
$723K -$2.81M -15,500 -80%
TFA
378
Transamerica Financial Advisors
Florida
$720K -$104K -576 -13%
RA
379
RFG Advisory
Alabama
$719K -$14.7K -81 -2%
FC
380
Forte Capital
New York
$719K +$445K +2,458 +173%
BDF
381
Balasa Dinverno & Foltz
$708K
CM
382
Cornerstone Management
Georgia
$705K -$15K -83 -2%
NOI
383
Newton One Investments
Delaware
$694K +$2.36K +13 +0.3%
SHGA
384
Sand Hill Global Advisors
California
$693K
KWM
385
Kingsview Wealth Management
Oregon
$691K -$89.2K -492 -12%
RWP
386
RWA Wealth Partners
Massachusetts
$690K
BO
387
Bank OZK
Arkansas
$690K +$1.09K +6 +0.2%
DAS
388
Dynamic Advisor Solutions
Arizona
$688K +$269K +1,482 +66%
M&T Bank
389
M&T Bank
New York
$684K -$1.15M -6,360 -63%
ACM
390
Advisors Capital Management
New Jersey
$683K -$201K -1,109 -23%
CFGS
391
Concourse Financial Group Securities
Alabama
$680K +$177K +976 +36%
GWS
392
Glassman Wealth Services
Virginia
$679K -$181 -1 -0%
FWCM
393
Ferguson Wellman Capital Management
Oregon
$679K +$9.97K +55 +2%
UBV
394
United Bank (Virginia)
Virginia
$674K
CHC
395
City Holding Co
West Virginia
$649K -$93.7K -517 -13%
PA
396
PFG Advisors
Arizona
$649K +$53.6K +296 +9%
BA
397
Bellwether Advisors
Nebraska
$641K -$126K -697 -17%
LWM
398
Liberty Wealth Management
California
$640K
AIC
399
Ameritas Investment Company
Nebraska
$639K -$601K -3,314 -49%
TFCP
400
Twin Focus Capital Partners
Massachusetts
$636K