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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
501
Abbrea Capital
California
$387K
SI
502
Stephens Inc
Arkansas
$386K -$586 -3 -0.2%
WFPG
503
Waller Financial Planning Group
Ohio
$386K +$195 +1 +0.1%
MWM
504
Meridian Wealth Management
Kentucky
$386K +$390 +2 +0.1%
FWM
505
Frontier Wealth Management
Missouri
$386K +$1.76K +9 +0.5%
AAS
506
Annex Advisory Services
Wisconsin
$382K +$2.93K +15 +0.8%
VIM
507
Vista Investment Management
Pennsylvania
$381K
CF
508
Centaurus Financial
California
$373K +$89.8K +460 +33%
PWP
509
Principle Wealth Partners
Connecticut
$371K
IC
510
Inscription Capital
Texas
$371K +$361K +1,850 New
Lido Advisors
511
Lido Advisors
California
$369K -$833K -4,267 -70%
CW
512
CreativeOne Wealth
Kansas
$366K +$195 +1 +0.1%
DWM
513
Doyle Wealth Management
Florida
$362K +$586 +3 +0.2%
ABC
514
Associated Banc-Corp
Wisconsin
$360K -$164K -840 -32%
MA
515
Mezzasalma Advisors
New Jersey
$357K -$976 -5 -0.3%
KA
516
Klingman & Associates
New York
$357K
CWM
517
Calamos Wealth Management
Illinois
$354K
BOM
518
Bank of Marin
California
$353K
KIA
519
KCM Investment Advisors
California
$353K
CCM
520
Coe Capital Management
Illinois
$353K +$9.37K +48 +3%
B
521
Bailard
California
$352K
WCFA
522
Walkner Condon Financial Advisors
Wisconsin
$352K
NIM
523
Northeast Investment Management
Massachusetts
$349K +$39K +200 +13%
OHIS
524
Oak Harvest Investment Services
Texas
$348K +$339K +1,735 New
SWA
525
Sax Wealth Advisors
New Jersey
$345K