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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
601
TownSquare Capital
Utah
$383K -$4.58M -25,135 -92%
PCS
602
Personal CFO Solutions
New Jersey
$382K
AAS
603
Annex Advisory Services
Wisconsin
$381K +$24.4K +134 +7%
PWM
604
PBMares Wealth Management
Virginia
$378K -$1.64K -9 -0.4%
SG
605
StoneX Group
New York
$378K +$35.5K +195 +11%
ACM
606
Allred Capital Management
Texas
$376K +$1.27K +7 +0.3%
FT
607
Fiduciary Trust
Massachusetts
$374K +$54.8K +301 +18%
AIA
608
Avalon Investment & Advisory
Texas
$374K
JFG
609
Jefferies Financial Group
New York
$371K +$1.46K +8 +0.4%
GLLW
610
Graves Light Lenhart Wealth
Virginia
$368K -$32.8K -180 -8%
NAS
611
Nicolet Advisory Services
Wisconsin
$366K +$61.7K +339 +21%
PP
612
Prosperity Planning
Missouri
$365K
WP
613
WealthSource Partners
California
$365K
UL
614
Unionview LLC
Washington
$361K -$7.83K -43 -2%
FWTB
615
First Western Trust Bank
Colorado
$361K
AC
616
Abbrea Capital
California
$360K
VFA
617
Valeo Financial Advisors
Indiana
$358K -$31.3K -172 -8%
VIM
618
Vista Investment Management
Pennsylvania
$355K
SWA
619
Sax Wealth Advisors
New Jersey
$354K +$31.9K +175 +10%
Wealth Enhancement Advisory Services
620
Wealth Enhancement Advisory Services
Minnesota
$354K +$345K +1,893 New
MCCA
621
Mill Creek Capital Advisors
Pennsylvania
$349K +$91.8K +504 +37%
CW
622
CreativeOne Wealth
Kansas
$347K +$10.2K +56 +3%
EW
623
Evoke Wealth
California
$346K
AWP
624
Abacus Wealth Partners
California
$346K -$14.4K -79 -4%
PWP
625
Principle Wealth Partners
Connecticut
$346K