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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
526
SMI Advisory Services
Indiana
$382K -$43.2K -209 -10%
SC
527
Schoolcraft Capital
Colorado
$382K -$25.2K -122 -6%
PWP
528
Principle Wealth Partners
Connecticut
$377K +$4.96K +24 +1%
Lido Advisors
529
Lido Advisors
California
$368K
CW
530
CreativeOne Wealth
Kansas
$367K
HIMC
531
Heritage Investors Management Corp
Maryland
$367K +$39.5K +191 +12%
ABC
532
Associated Banc-Corp
Wisconsin
$357K -$3.1K -15 -0.8%
KA
533
Klingman & Associates
New York
$357K
MA
534
Mezzasalma Advisors
New Jersey
$355K -$1.45K -7 -0.4%
CWM
535
Calamos Wealth Management
Illinois
$355K
BOM
536
Bank of Marin
California
$353K
KIA
537
KCM Investment Advisors
California
$353K
RFC
538
Regions Financial Corp
Alabama
$350K -$79.6K -385 -18%
OHIS
539
Oak Harvest Investment Services
Texas
$350K +$1.24K +6 +0.3%
AA
540
Addison Advisors
Vermont
$345K
FG
541
Fiduciary Group
Georgia
$344K
FHC
542
First Heartland Consultants
Missouri
$344K +$8.89K +43 +3%
SG
543
StoneX Group
New York
$343K +$26.2K +127 +8%
B
544
Bailard
California
$342K -$11K -53 -3%
NIM
545
Northeast Investment Management
Massachusetts
$342K -$8.27K -40 -2%
MMPW
546
Mitchell McLeod Pugh & Williams
Alabama
$342K
CWC
547
Carolinas Wealth Consulting
North Carolina
$341K
FPFS
548
First Personal Financial Services
North Carolina
$341K
AAS
549
Annex Advisory Services
Wisconsin
$337K -$45.1K -218 -11%
WCFA
550
Walkner Condon Financial Advisors
Wisconsin
$336K -$16.9K -82 -5%