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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
SeaCrest Wealth Management
New York
$559K +$226K +1,093 +65%
AHC
452
Anderson Hoagland & Co
Missouri
$558K
First Manhattan
453
First Manhattan
New York
$554K
MWA
454
Meridian Wealth Advisors
Texas
$553K
FNB
455
Farmers National Bank
Kentucky
$547K +$643K +3,110 New
BIM
456
Baldwin Investment Management
Pennsylvania
$544K
ZF
457
Zhang Financial
Michigan
$537K
MCM
458
Murphy Capital Management
New Jersey
$533K +$620 +3 +0.1%
FC
459
Forte Capital
New York
$528K +$620 +3 +0.1%
LL
460
LPWM LLC
Minnesota
$524K
SWM
461
Spire Wealth Management
Virginia
$523K +$55.4K +268 +11%
KM
462
Kalos Management
Georgia
$521K +$491K +2,374 New
IC
463
Intersect Capital
California
$517K
BOS
464
Bingham Osborn & Scarborough
California
$513K
EPWM
465
Essex Private Wealth Management
Massachusetts
$513K
SC
466
Savant Capital
Illinois
$513K +$75.2K +364 +17%
BRWM
467
B. Riley Wealth Management
Tennessee
$511K +$526K +2,544 New
GIA
468
Gladstone Institutional Advisory
Florida
$508K +$523K +2,530 New
MWP
469
Madison Wealth Partners
Wisconsin
$506K +$49K +237 +10%
SBIA
470
Sheaff Brock Investment Advisors
Indiana
$504K +$91.6K +443 +21%
PWW
471
Pettyjohn Wood & White
Virginia
$501K +$620 +3 +0.1%
MA
472
MONECO Advisors
Connecticut
$497K +$1.24K +6 +0.2%
BCWM
473
Bartlett & Co Wealth Management
Ohio
$495K -$19.6K -95 -4%
BC
474
Bartlett & Co
Ohio
$495K -$19.6K -95 -4%
FNT
475
First National Trust
Pennsylvania
$489K -$23.1K -112 -4%