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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
Manchester Capital Management
Vermont
$339K
MHS
627
M Holdings Securities
Oregon
$339K +$334K +1,626 New
WP
628
WealthShield Partners
North Carolina
$338K +$333K +1,620 New
HGWM
629
Harvest Group Wealth Management
Massachusetts
$337K -$6.11M -29,768 -95%
PI
630
Pachira Investments
California
$336K +$6.98K +34 +2%
WFPG
631
Waller Financial Planning Group
Ohio
$335K +$205 +1 +0.1%
MCM
632
Mitchell Capital Management
Kansas
$333K
VWM
633
Venturi Wealth Management
Texas
$333K
AssetMark Inc
634
AssetMark Inc
California
$332K -$401K -1,950 -55%
Prudential Financial
635
Prudential Financial
New Jersey
$330K +$93.3K +454 +40%
WA
636
WBH Advisory
Maryland
$329K +$31.8K +155 +10%
CWC
637
Carolinas Wealth Consulting
North Carolina
$328K
OA
638
Oxbow Advisors
Texas
$326K
HCMT
639
Highland Capital Management (Tennessee)
Tennessee
$325K
CGPCS
640
Capital Group Private Client Services
California
$323K +$2.26K +11 +0.7%
APW
641
Acima Private Wealth
Virginia
$320K
MIA
642
MainStreet Investment Advisors
Illinois
$320K
VWA
643
V Wealth Advisors
Kansas
$316K -$105K -509 -25%
SBL
644
Sargent Bickham Lagudis
Colorado
$316K
CWA
645
Canvas Wealth Advisors
Kansas
$315K
FT
646
Fiduciary Trust
Massachusetts
$314K
EW
647
Evoke Wealth
California
$313K
SCM
648
SOL Capital Management
Maryland
$313K
MW
649
Marcum Wealth
Ohio
$308K -$78.3K -381 -20%
RIA
650
Regal Investment Advisors
Michigan
$307K -$27.7K -135 -8%