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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
551
Fort Pitt Capital Group
Pennsylvania
$243K -$25.8K -155 -10%
TIM
552
Total Investment Management
Arizona
$242K
SA
553
Sicart Associates
New York
$241K -$4.98K -30 -2%
CRC
554
Curi RMB Capital
Illinois
$241K
SG
555
StoneX Group
New York
$241K +$332 +2 +0.1%
AMG
556
Asset Management Group
Connecticut
$239K +$1.66K +10 +0.7%
IAN
557
Integrated Advisors Network
Texas
$238K -$13.6K -82 -6%
PI
558
Pachira Investments
California
$238K -$6.81K -41 -3%
STA
559
Summit Trail Advisors
New York
$238K
AssetMark Inc
560
AssetMark Inc
California
$235K +$36.7K +221 +20%
UWM
561
USAdvisors Wealth Management
Minnesota
$231K +$221K +1,328 New
LFAS
562
Level Four Advisory Services
Texas
$230K -$15.9K -96 -7%
BAM
563
Belpointe Asset Management
Nevada
$230K +$218K +1,310 New
CPO
564
Cerity Partners OCIO
New York
$230K +$218K +1,310 New
CF
565
Centaurus Financial
California
$228K
WI
566
Wedgewood Investors
Pennsylvania
$226K
FMW
567
Farr Miller & Washington
District of Columbia
$225K
SFPM
568
Sensible Financial Planning & Management
Massachusetts
$224K +$212K +1,274 New
ACM
569
Ategra Capital Management
Virginia
$220K +$208K +1,252 New
FLII
570
First Long Island Investors
New York
$220K +$208K +1,250 New
CAM
571
Carret Asset Management
New York
$218K +$206K +1,238 New
WSFS
572
Wilmington Savings Fund Society
Delaware
$217K +$206K +1,237 New
VDBMI
573
Van Den Berg Management I
Texas
$216K +$204K +1,229 New
HWA
574
Hilltop Wealth Advisors
North Carolina
$215K +$203K +1,221 New
SAM
575
Silvercrest Asset Management
New York
$214K +$202K +1,217 New