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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
376
Bessemer Group
New Jersey
$830K
FWP
377
FAS Wealth Partners
Kansas
$819K +$195 +1 +0%
MFT
378
Moisand Fitzgerald Tamayo
Florida
$815K
CPIG
379
Chicago Partners Investment Group
Illinois
$811K +$2.15K +11 +0.3%
RDWM
380
Red Door Wealth Management
Tennessee
$802K +$140K +719 +22%
MFG
381
Merit Financial Group
Georgia
$794K -$6.64K -34 -0.9%
DAS
382
Dynamic Advisor Solutions
Arizona
$794K +$47K +241 +6%
GA
383
GFS Advisors
Texas
$783K
BDF
384
Balasa Dinverno & Foltz
$767K
ACM
385
Advisors Capital Management
New Jersey
$755K +$13.9K +71 +2%
NCMW
386
Northern Capital Management (Washington)
Washington
$753K +$103K +529 +16%
TFA
387
Transamerica Financial Advisors
Florida
$741K -$37.7K -193 -5%
SHGA
388
Sand Hill Global Advisors
California
$741K -$9.95K -51 -1%
LWM
389
Liberty Wealth Management
California
$737K +$9.56K +49 +1%
FWCM
390
Ferguson Wellman Capital Management
Oregon
$736K
GWS
391
Glassman Wealth Services
Virginia
$736K
UBV
392
United Bank (Virginia)
Virginia
$730K
FA
393
FDx Advisors
Illinois
$723K +$80.8K +414 +13%
NOI
394
Newton One Investments
Delaware
$722K -$29.1K -149 -4%
KWM
395
Kingsview Wealth Management
Oregon
$722K -$21.3K -109 -3%
RWP
396
RWA Wealth Partners
Massachusetts
$717K -$29.7K -152 -4%
FCH
397
Freestone Capital Holdings
Washington
$717K +$242K +1,239 +53%
PA
398
PFG Advisors
Arizona
$715K +$10.7K +55 +2%
BO
399
Bank OZK
Arkansas
$714K -$32.4K -166 -4%
GEA
400
Glen Eagle Advisors
New Jersey
$710K +$25.4K +130 +4%