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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
501
Forte Capital
New York
$582K
VIM
502
Vista Investment Management
Pennsylvania
$582K +$183K +890 +47%
ECM
503
Evergreen Capital Management
Washington
$581K +$72.7K +354 +15%
MAM
504
Mystic Asset Management
Rhode Island
$580K +$16.4K +80 +3%
WP
505
WealthSource Partners
California
$579K +$570K +2,776 New
MCM
506
Murphy Capital Management
New Jersey
$577K +$616 +3 +0.1%
SWM
507
Spire Wealth Management
Virginia
$576K -$18.9K -92 -3%
AC
508
AWM Capital
Arizona
$576K -$1.03K -5 -0.2%
RWM
509
Rockwood Wealth Management
Pennsylvania
$575K -$6.37K -31 -1%
MWA
510
Meridian Wealth Advisors
Texas
$573K
PWM
511
PBMares Wealth Management
Virginia
$571K -$56.1K -273 -9%
BFS
512
Beacon Financial Strategies
North Carolina
$568K +$68.2K +332 +14%
MWM
513
Mission Wealth Management
California
$566K
AHC
514
Anderson Hoagland & Co
Missouri
$565K
RA
515
RFG Advisory
Alabama
$564K -$6.37K -31 -1%
FNB
516
Farmers National Bank
Kentucky
$561K -$49.3K -240 -8%
FFN
517
Focus Financial Network
Minnesota
$560K +$551K +2,684 New
BF
518
BOK Financial
Oklahoma
$555K -$11.5K -56 -2%
BIM
519
Baldwin Investment Management
Pennsylvania
$552K -$6.16K -30 -1%
TFCP
520
Twin Focus Capital Partners
Massachusetts
$552K
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$551K -$125K -607 -19%
TFA
522
Transamerica Financial Advisors
Florida
$550K -$144K -700 -21%
PCIA
523
Prime Capital Investment Advisors
Kansas
$548K
CWA
524
Consilio Wealth Advisors
Washington
$545K -$128K -625 -19%
PWA
525
Peterson Wealth Advisors
Utah
$545K -$44.6K -217 -8%