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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBV
601
United Bank (Virginia)
Virginia
$601K
MWA
602
Meridian Wealth Advisors
Texas
$600K
CT
603
Coastline Trust
Rhode Island
$600K +$76.7K +375 +16%
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$598K +$241K +1,178 +75%
BTWM
605
Baker Tilly Wealth Management
Wisconsin
$597K +$559K +2,735 New
AFG
606
Atomi Financial Group
New York
$596K +$79.3K +388 +17%
FPAS
607
Focus Partners Advisor Solutions
Missouri
$595K +$103K +506 +23%
FA
608
FDx Advisors
Illinois
$593K -$126K -618 -19%
AHC
609
Anderson Hoagland & Co
Missouri
$591K
EWA
610
Evolution Wealth Advisors
Florida
$586K
HR
611
Hardy Reed
Mississippi
$583K -$29.2K -143 -5%
RIM
612
Rockbridge Investment Management
New York
$580K
BWM
613
BKM Wealth Management
Wisconsin
$580K +$543K +2,658 New
CCWM
614
Cassaday & Co Wealth Management
Virginia
$579K
TPCW
615
TD Private Client Wealth
New York
$579K +$257K +1,259 +90%
KWS
616
Keystone Wealth Services
California
$578K +$40.5K +198 +8%
SPC
617
Sigma Planning Corp
Michigan
$573K -$340K -1,664 -39%
Prudential Financial
618
Prudential Financial
New Jersey
$567K +$105K +515 +25%
BAM
619
Belpointe Asset Management
Nevada
$564K -$20.4K -100 -4%
FCA
620
Fortis Capital Advisors
Kansas
$564K -$20.4K -100 -4%
PWA
621
Peterson Wealth Advisors
Utah
$555K -$74.8K -366 -13%
LL
622
LPWM LLC
Minnesota
$554K
MA
623
MBA Advisors
Pennsylvania
$553K +$109K +535 +27%
FNB
624
Farmers National Bank
Kentucky
$549K
GEA
625
Glen Eagle Advisors
New Jersey
$548K