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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
426
Waverly Advisors
Alabama
$2.37M -$15.6K -50 -0.6%
GKIM
427
GW&K Investment Management
Massachusetts
$2.35M
Jane Street
428
Jane Street
New York
$2.35M +$2.46M +7,851 New
SHGA
429
Sand Hill Global Advisors
California
$2.31M
SSW
430
Stone Summit Wealth
Florida
$2.3M -$939 -3 -0%
MSWMA
431
Market Street Wealth Management Advisors
Indiana
$2.3M -$56.9K -182 -2%
LCAM
432
London & Capital Asset Management
United Kingdom
$2.29M
BTW
433
Boston Trust Walden
Massachusetts
$2.28M
FPAS
434
Focus Partners Advisor Solutions
Missouri
$2.26M -$50.7K -162 -2%
LWL
435
Leo Wealth LLC
Texas
$2.24M +$158K +504 +7%
HWM
436
Howard Wealth Management
Connecticut
$2.24M -$74.2K -237 -3%
HP
437
Holistic Planning
Texas
$2.22M -$401K -1,283 -15%
RPGK
438
Retirement Planning Group (Kansas)
Kansas
$2.22M +$2.32M +7,416 New
NS
439
NBC Securities
Alabama
$2.2M -$85.7K -274 -4%
NFG
440
Nations Financial Group
Iowa
$2.2M +$112K +358 +5%
OFG
441
Oxford Financial Group
Indiana
$2.2M
BWP
442
Burling Wealth Partners
Illinois
$2.19M +$1.22M +3,905 +114%
SEI Investments
443
SEI Investments
Pennsylvania
$2.19M +$61.6K +197 +3%
AWA
444
Argos Wealth Advisors
California
$2.17M
SFC
445
Strategic Financial Concepts
Texas
$2.17M +$2.26M +7,228 New
JIC
446
Joel Isaacson & Co
New York
$2.16M +$82.3K +263 +4%
SW
447
Simplicity Wealth
New Jersey
$2.15M +$77.3K +247 +4%
SMA
448
Sage Mountain Advisors
Georgia
$2.15M +$313 +1 +0%
SAM
449
Sequent Asset Management
Texas
$2.13M
ASN
450
Advisory Services Network
Georgia
$2.1M +$29.1K +93 +1%