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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
401
Great Point Wealth Advisors
Massachusetts
$1.92M -$74.8K -276 -4%
ANTB
402
AMG National Trust Bank
Colorado
$1.92M -$87.5K -323 -4%
TC
403
TownSquare Capital
Utah
$1.88M +$622K +2,295 +49%
NFG
404
Nations Financial Group
Iowa
$1.86M +$104K +385 +6%
PS
405
Principal Securities
Iowa
$1.85M -$9.76K -36 -0.5%
HP
406
Holistic Planning
Texas
$1.85M -$84.3K -311 -4%
JIC
407
Joel Isaacson & Co
New York
$1.84M +$1.61M +5,950 +688%
SAM
408
S.A. Mason
Michigan
$1.82M -$81.3K -300 -4%
MWPCG
409
Measured Wealth Private Client Group
New Hampshire
$1.81M -$102K -375 -5%
SEIA
410
Signature Estate & Investment Advisors
California
$1.81M -$89.1K -329 -5%
BCI
411
Brinker Capital Investments
Pennsylvania
$1.78M -$64.2K -237 -3%
OPS
412
Orion Portfolio Solutions
Nebraska
$1.78M -$64.2K -237 -3%
SSI
413
Scott & Selber Inc
Texas
$1.76M +$8.13K +30 +0.5%
Empower Advisory Group
414
Empower Advisory Group
Colorado
$1.76M -$32.2K -119 -2%
LPP
415
Life Planning Partners
Florida
$1.75M
SCA
416
STALEY CAPITAL ADVISERS
Pennsylvania
$1.74M -$11.7K -43 -0.7%
CWP
417
Cyndeo Wealth Partners
Florida
$1.74M
CA
418
Claro Advisors
Massachusetts
$1.74M -$192K -709 -10%
AWP
419
Astra Wealth Partners
New Jersey
$1.73M +$1.74M +6,421 New
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$1.73M +$135K +500 +9%
MF
421
Manuka Financial
Virginia
$1.73M +$1.73M +6,403 New
FFM
422
Forum Financial Management
Illinois
$1.7M -$29.3K -108 -2%
AWA
423
Arete Wealth Advisors
Illinois
$1.69M +$396K +1,462 +30%
LPT
424
Legacy Private Trust
Wisconsin
$1.69M -$78.6K -290 -4%
DTC
425
Davidson Trust Company
Washington
$1.69M