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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
401
Bessemer Group
New Jersey
$2.75M -$65.4K -209 -2%
FCH
402
Freestone Capital Holdings
Washington
$2.75M -$140K -449 -5%
BFO
403
Boston Family Office
Massachusetts
$2.74M
WWM
404
Wiser Wealth Management
Georgia
$2.72M +$626 +2 +0%
AIM
405
Athena Investment Management
California
$2.71M +$461K +1,472 +19%
FAG
406
Fortitude Advisory Group
Washington
$2.7M -$9.7K -31 -0.3%
LA
407
Lifeworks Advisors
Michigan
$2.69M -$624K -1,994 -18%
MFA
408
McClarren Financial Advisors
Pennsylvania
$2.69M +$1.82M +5,817 +183%
YIA
409
YHB Investment Advisors
Connecticut
$2.68M -$8.45K -27 -0.3%
AAP
410
Arax Advisory Partners
Colorado
$2.67M +$1.45M +4,643 +108%
PFS
411
Prospera Financial Services
Texas
$2.67M -$2.82K -9 -0.1%
XT
412
XTX Topco
Cayman Islands
$2.67M +$2.8M +8,934 New
M&T Bank
413
M&T Bank
New York
$2.63M +$160K +510 +6%
CST
414
Charles Schwab Trust
Nevada
$2.61M -$267K -852 -9%
PIFP
415
Partners in Financial Planning
Virginia
$2.6M +$10.3K +33 +0.4%
PGFC
416
Peapack-Gladstone Financial Corp
New Jersey
$2.6M -$143K -456 -5%
BF
417
Blankinship & Foster
California
$2.6M -$97.3K -311 -3%
PFG
418
Pinnacle Financial Group
Illinois
$2.59M -$99.8K -319 -4%
STA
419
Summit Trail Advisors
New York
$2.54M -$1.92M -6,130 -42%
MC
420
Mathes Company
New York
$2.53M -$782K -2,500 -23%
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
$2.48M -$45.7K -146 -2%
BFA
422
Bluestem Financial Advisors
Illinois
$2.47M +$1.88K +6 +0.1%
IFG
423
Independent Financial Group
California
$2.47M -$68.2K -218 -3%
HTWM
424
Hartmann Taylor Wealth Management
Texas
$2.38M -$38.8K -124 -2%
BRIA
425
Balanced Rock Investment Advisors
Massachusetts
$2.38M +$62K +198 +3%