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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
Wealthstream Advisors
New York
$681K +$660K +3,080 New
PWM
477
Perigon Wealth Management
California
$678K +$13.9K +65 +2%
PWM
478
PBMares Wealth Management
Virginia
$665K -$3.65K -17 -0.6%
BRWM
479
B. Riley Wealth Management
Tennessee
$665K +$99.3K +463 +18%
DIP
480
DT Investment Partners
Pennsylvania
$654K -$39.5K -184 -6%
SIM
481
Stratos Investment Management
Ohio
$652K +$2.14K +10 +0.3%
SIG
482
Stonegate Investment Group
Alabama
$650K +$631K +2,942 New
FNB
483
Farmers National Bank
Kentucky
$648K -$38K -177 -6%
E
484
ETFidea
New York
$647K +$627K +2,926 New
FLPIM
485
F.L. Putnam Investment Management
Massachusetts
$642K
ACM
486
Allred Capital Management
Texas
$640K -$20.2K -94 -3%
SWA
487
Sax Wealth Advisors
New Jersey
$637K
SGK
488
Steigerwald Gordon & Koch
Virginia
$632K +$2.14K +10 +0.4%
WOSD
489
WFA of San Diego
California
$632K +$103K +478 +20%
SWM
490
Spire Wealth Management
Virginia
$631K +$53.2K +248 +10%
PWA
491
Peterson Wealth Advisors
Utah
$626K -$49.1K -229 -7%
CMBA
492
C.M. Bidwell & Associates
Hawaii
$622K -$1.5K -7 -0.2%
FCFC
493
First Commonwealth Financial Corp
Pennsylvania
$618K
RWM
494
Rockwood Wealth Management
Pennsylvania
$616K +$598K +2,787 New
AC
495
AWM Capital
Arizona
$612K +$1.07K +5 +0.2%
MCM
496
Murphy Capital Management
New Jersey
$611K +$23.4K +109 +4%
AWM
497
Apollon Wealth Management
South Carolina
$611K +$82.6K +385 +16%
First Manhattan
498
First Manhattan
New York
$609K
MWA
499
Meridian Wealth Advisors
Texas
$608K
RA
500
RFG Advisory
Alabama
$605K -$53.4K -249 -8%