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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
401
Alliance Wealth Strategies
Virginia
$2.9M +$2.88M +9,209 New
BFO
402
Boston Family Office
Massachusetts
$2.88M -$54.3K -174 -2%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$2.88M -$5.31K -17 -0.2%
EFA
404
Edge Financial Advisors
Illinois
$2.87M -$29K -93 -1%
WWM
405
Wiser Wealth Management
Georgia
$2.87M -$2.5K -8 -0.1%
FAG
406
Fortitude Advisory Group
Washington
$2.85M -$36.8K -118 -1%
BF
407
Blankinship & Foster
California
$2.83M +$937 +3 +0%
YIA
408
YHB Investment Advisors
Connecticut
$2.83M -$18.1K -58 -0.6%
PFG
409
Pinnacle Financial Group
Illinois
$2.83M -$64K -205 -2%
MFA
410
McClarren Financial Advisors
Pennsylvania
$2.83M -$1.84M -5,904 -65%
ANTB
411
AMG National Trust Bank
Colorado
$2.82M +$625 +2 +0%
PFS
412
Prospera Financial Services
Texas
$2.82M -$248K -795 -8%
FPTW
413
Franklin, Parlapiano, Turner & Welch
Texas
$2.8M – – –
ACA
414
Aptus Capital Advisors
Alabama
$2.78M -$168K -538 -6%
IWM
415
IHT Wealth Management
Illinois
$2.78M +$99K +317 +4%
BCWM
416
Bartlett & Co Wealth Management
Ohio
$2.77M -$36.2K -116 -1%
HP
417
Holistic Planning
Texas
$2.75M +$604K +1,935 +29%
FCT
418
First Community Trust
Iowa
$2.74M +$923K +2,957 +51%
PGFG
419
Pine Grove Financial Group
Minnesota
$2.74M +$2.72M +8,697 New
PIFP
420
Partners in Financial Planning
Virginia
$2.73M -$63.4K -203 -2%
AWM
421
AE Wealth Management
Kansas
$2.7M +$1.4M +4,478 +109%
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$2.68M +$678K +2,171 +34%
SF
423
Summit Financial
New Jersey
$2.68M -$45.6K -146 -2%
IFG
424
Independent Financial Group
California
$2.67M +$43.4K +139 +2%
SAM
425
Secure Asset Management
Michigan
$2.65M -$176K -564 -6%