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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
426
M&T Bank
New York
$2.61M -$65.6K -210 -2%
BFA
427
Bluestem Financial Advisors
Illinois
$2.6M -$12.8K -41 -0.5%
HTWM
428
Hartmann Taylor Wealth Management
Texas
$2.55M -$166K -530 -6%
WA
429
Waverly Advisors
Alabama
$2.51M +$257K +824 +12%
Empower Advisory Group
430
Empower Advisory Group
Colorado
$2.49M +$820K +2,625 +50%
MSWMA
431
Market Street Wealth Management Advisors
Indiana
$2.48M -$4.06K -13 -0.2%
GKIM
432
GW&K Investment Management
Massachusetts
$2.48M – – –
BRIA
433
Balanced Rock Investment Advisors
Massachusetts
$2.44M -$8.74K -28 -0.4%
FPAS
434
Focus Partners Advisor Solutions
Missouri
$2.43M -$368K -1,178 -13%
HWM
435
Howard Wealth Management
Connecticut
$2.43M -$92.1K -295 -4%
SHGA
436
Sand Hill Global Advisors
California
$2.43M -$69.6K -223 -3%
SSW
437
Stone Summit Wealth
Florida
$2.43M -$109K -350 -4%
LCAM
438
London & Capital Asset Management
United Kingdom
$2.42M +$2.4M +7,678 New
BTW
439
Boston Trust Walden
Massachusetts
$2.41M – – –
NS
440
NBC Securities
Alabama
$2.41M -$59.3K -190 -2%
AIM
441
Athena Investment Management
California
$2.39M +$309K +991 +15%
NB
442
Nicolet Bankshares
Wisconsin
$2.37M -$105K -336 -4%
OFG
443
Oxford Financial Group
Indiana
$2.31M – – –
AWA
444
Argos Wealth Advisors
California
$2.29M +$2.27M +7,275 New
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$2.29M +$34K +109 +2%
SMA
446
Sage Mountain Advisors
Georgia
$2.26M +$24.4K +78 +1%
WA
447
WBH Advisory
Maryland
$2.26M -$84.6K -271 -4%
SAM
448
Sequent Asset Management
Texas
$2.24M – – –
SEI Investments
449
SEI Investments
Pennsylvania
$2.24M +$29.7K +95 +1%
DC
450
Davenport & Co
Virginia
$2.23M -$116K -372 -5%