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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
526
Southland Equity Partners
Missouri
$1.53M +$75.8K +256 +5%
BPC
527
Bearing Point Capital
Minnesota
$1.52M -$131K -444 -8%
QWM
528
Quadcap Wealth Management
Texas
$1.52M -$301K -1,017 -17%
WFA
529
Wellspring Financial Advisors
Ohio
$1.52M +$2.37K +8 +0.2%
GA
530
GSG Advisors
New Jersey
$1.52M +$2.07K +7 +0.1%
PWA
531
Physician Wealth Advisors
Utah
$1.51M +$311K +1,052 +27%
AWE
532
Avidian Wealth Enterprises
Texas
$1.51M +$37.3K +126 +3%
BGA
533
Battery Global Advisors
Massachusetts
$1.51M +$296 +1 +0%
PFA
534
Pathway Financial Advisors
Vermont
$1.51M
CIA
535
Choate Investment Advisors
Massachusetts
$1.5M +$326K +1,100 +29%
MWM
536
Meridian Wealth Management
Kentucky
$1.5M +$16.6K +56 +1%
TFGT
537
TS Financial Group (TSFG)
Illinois
$1.49M +$592 +2 +0%
LWM
538
Lodestone Wealth Management
Washington
$1.48M +$4.14K +14 +0.3%
Susquehanna International Group
539
Susquehanna International Group
Pennsylvania
$1.48M -$3.86M -13,043 -73%
PWM
540
Perigon Wealth Management
California
$1.48M +$170K +573 +14%
BOPW
541
Brandywine Oak Private Wealth
Pennsylvania
$1.47M
SFG
542
Synergy Financial Group
California
$1.47M +$47.1K +159 +3%
KFI
543
Key Financial Inc
Pennsylvania
$1.47M
WA
544
Wealthstream Advisors
New York
$1.47M
AWA
545
Arkadios Wealth Advisors
Georgia
$1.46M +$77.9K +263 +6%
BF
546
BOK Financial
Oklahoma
$1.44M +$195K +657 +16%
DWP
547
Destiny Wealth Partners
Florida
$1.44M
AP
548
Appleton Partners
Massachusetts
$1.44M +$14.5K +49 +1%
SPC
549
Sigma Planning Corp
Michigan
$1.44M -$142K -479 -9%
BAM
550
Belpointe Asset Management
Nevada
$1.43M +$237K +802 +21%