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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
501
Waldron Private Wealth
Pennsylvania
$1.94M – – –
GD
502
Grandfield & Dodd
New York
$1.94M – – –
MWPCG
503
Measured Wealth Private Client Group
New Hampshire
$1.93M +$4K +12 +0.2%
William Blair & Company
504
William Blair & Company
Illinois
$1.92M +$12K +36 +0.6%
CMAI
505
Capital Management Associates Inc
Minnesota
$1.92M – – –
EAM
506
Empirical Asset Management
Massachusetts
$1.92M -$2.09M -6,260 -53%
MPW
507
MASECO Private Wealth
$1.91M -$102K -305 -5%
CPIG
508
Chicago Partners Investment Group
Illinois
$1.91M +$53K +159 +3%
CIAS
509
CFS Investment Advisory Services
New Jersey
$1.89M -$78.1K -234 -4%
BWP
510
Balboa Wealth Partners
Arizona
$1.89M +$5.67K +17 +0.3%
HF
511
HRT Financial
New York
$1.88M -$327K -979 -15%
EIG
512
Ellenbecker Investment Group
Wisconsin
$1.88M -$255K -764 -12%
R
513
Rebalance
California
$1.87M – – –
OIA
514
OneDigital Investment Advisors
Kansas
$1.87M -$5.67K -17 -0.3%
IAAG
515
Innovative Asset Advisors Group
Connecticut
$1.87M +$86.1K +258 +5%
PMG
516
Private Management Group
California
$1.86M – – –
FFM
517
Forum Financial Management
Illinois
$1.86M – – –
BRWA
518
B. Riley Wealth Advisors
Florida
$1.86M +$49K +147 +3%
NCM
519
Next Capital Management
New York
$1.85M – – –
MMA
520
Miracle Mile Advisors
California
$1.84M -$667 -2 -0%
OW
521
Olistico Wealth
Oklahoma
$1.84M +$667 +2 +0%
PWG
522
Portside Wealth Group
Utah
$1.84M +$1.78M +5,336 New
CWM
523
Cahaba Wealth Management
Georgia
$1.83M +$334 +1 +0%
DWM
524
Dakota Wealth Management
Florida
$1.83M -$96.4K -289 -5%
FMWA
525
Forvis Mazars Wealth Advisors
Missouri
$1.81M -$23.4K -70 -1%