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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFC
451
DBK Financial Counsel
Ohio
$1.72M -$44.8K -170 -3%
BRWA
452
B. Riley Wealth Advisors
Florida
$1.72M +$1.59M +6,035 New
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$1.72M -$99.3K -377 -6%
CWS
454
Cypress Wealth Services
California
$1.71M -$218K -828 -12%
MAM
455
Mystic Asset Management
Rhode Island
$1.7M +$47.4K +180 +3%
QWM
456
Quadcap Wealth Management
Texas
$1.7M
MSF
457
Mustard Seed Financial
Arkansas
$1.7M +$1.05K +4 +0.1%
CIAS
458
CFS Investment Advisory Services
New Jersey
$1.66M -$491K -1,863 -24%
FFM
459
Forum Financial Management
Illinois
$1.66M -$121K -459 -7%
DWP
460
Daymark Wealth Partners
Ohio
$1.65M -$403K -1,529 -21%
OCM
461
Orser Capital Management
Texas
$1.65M +$992K +3,765 +187%
VCM
462
Versant Capital Management
Arizona
$1.65M
BLC
463
Brown, Lisle/Cummings
Rhode Island
$1.64M
TNB
464
Thomasville National Bank
Georgia
$1.64M
CFFP
465
Center for Financial Planning
Michigan
$1.64M
KWA
466
Kingswood Wealth Advisors
California
$1.63M +$95.1K +361 +7%
PMG
467
Private Management Group
California
$1.63M
AF
468
Alerus Financial
North Dakota
$1.63M
MF
469
Manuka Financial
Virginia
$1.63M +$37.7K +143 +3%
GPI
470
General Partner Inc
Pennsylvania
$1.63M -$563K -2,138 -27%
CIBC Private Wealth Group
471
CIBC Private Wealth Group
Georgia
$1.62M -$111K -423 -7%
LC
472
Luminist Capital
Michigan
$1.61M +$218K +828 +17%
EFP
473
EnRich Financial Partners
Wisconsin
$1.6M -$101K -383 -6%
SWP
474
Sagespring Wealth Partners
Tennessee
$1.6M -$273K -1,035 -16%
HFA
475
Hershey Financial Advisers
Pennsylvania
$1.6M +$1.48M +5,609 New