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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
501
Silver Oak Securities
Tennessee
$1.27M +$1.1M +4,059 +450%
AP
502
Appleton Partners
Massachusetts
$1.26M +$161K +595 +14%
Congress Wealth Management
503
Congress Wealth Management
Massachusetts
$1.26M +$1.09M +4,007 +453%
PFA
504
Pathway Financial Advisors
Vermont
$1.26M – – –
MGO One Seven
505
MGO One Seven
Ohio
$1.26M -$17.9K -66 -1%
Anchor Capital Advisors
506
Anchor Capital Advisors
Massachusetts
$1.26M – – –
BGA
507
Battery Global Advisors
Massachusetts
$1.25M – – –
LC
508
Luminist Capital
Michigan
$1.25M +$37.1K +137 +3%
SIA
509
Schechter Investment Advisors
Michigan
$1.24M +$303K +1,118 +30%
Wedbush Securities
510
Wedbush Securities
California
$1.24M -$21.1K -78 -2%
Meridian Wealth Management
511
Meridian Wealth Management
Kentucky
$1.24M -$9.75K -36 -0.7%
LWM
512
Lodestone Wealth Management
Washington
$1.23M +$4.61K +17 +0.4%
BOPW
513
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$4.61K -17 -0.4%
Mission Wealth Management
514
Mission Wealth Management
California
$1.23M +$315K +1,162 +32%
GA
515
GSG Advisors
New Jersey
$1.23M +$313K +1,156 +31%
Avidian Wealth Enterprises
516
Avidian Wealth Enterprises
Texas
$1.23M +$502K +1,853 +64%
SFG
517
Synergy Financial Group
California
$1.22M +$365K +1,348 +40%
Greenleaf Trust
518
Greenleaf Trust
Michigan
$1.21M – – –
FCT
519
First Community Trust
Iowa
$1.21M +$41.2K +152 +3%
BMM
520
Berkshire Money Management
Massachusetts
$1.21M -$195K -721 -13%
DWP
521
Destiny Wealth Partners
Florida
$1.21M – – –
GF
522
Gries Financial
Ohio
$1.2M +$121K +445 +11%
SWM
523
Silverlake Wealth Management
Vermont
$1.2M -$21.4K -79 -2%
EFN
524
Equita Financial Network
Pennsylvania
$1.19M -$37.9K -140 -3%
WA
525
Wealthstream Advisors
New York
$1.19M +$4.33K +16 +0.3%