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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
626
Sax Wealth Advisors
New Jersey
$384K – – –
PCM
627
Passive Capital Management
Maryland
$384K +$32.2K +168 +10%
FPAS
628
Focus Partners Advisor Solutions
Missouri
$380K +$359K +1,875 New
Members Trust
629
Members Trust
Florida
$380K +$359K +1,875 New
EW
630
Evoke Wealth
California
$375K – – –
PWP
631
Principle Wealth Partners
Connecticut
$375K – – –
BCG
632
Breakwater Capital Group
New Jersey
$373K – – –
AWP
633
Abacus Wealth Partners
California
$372K – – –
GIM
634
Greenwich Investment Management
Connecticut
$369K – – –
WA
635
Win Advisors
Florida
$368K +$436K +2,275 New
TBWA
636
Three Bridge Wealth Advisors
California
$368K – – –
CMBA
637
C.M. Bidwell & Associates
Hawaii
$366K +$575 +3 +0.2%
AI
638
Accredited Investors
Minnesota
$365K – – –
CFD
639
Creative Financial Designs
Indiana
$363K +$104K +540 +43%
RFC
640
Regions Financial Corp
Alabama
$363K +$39.7K +207 +13%
JIC
641
Johnson Investment Counsel
Ohio
$362K -$1.15K -6 -0.3%
WFA
642
Woodward Financial Advisors
North Carolina
$362K – – –
FAIM
643
Financial Advocates Investment Management
Washington
$360K -$266K -1,387 -44%
AWA
644
Aletheian Wealth Advisors
Washington
$359K – – –
WP
645
WealthShield Partners
North Carolina
$353K – – –
FPB
646
First PREMIER Bank
South Dakota
$352K – – –
PP
647
Prosperity Planning
Missouri
$352K -$42.2K -220 -11%
FHC
648
First Heartland Consultants
Missouri
$349K -$5.37K -28 -2%
B
649
Bailard
California
$345K – – –
ABC
650
Associated Banc-Corp
Wisconsin
$342K +$1.34K +7 +0.4%