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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%
FAIM
642
Financial Advocates Investment Management
Washington
$360K -$266K -1,387 -44%
AWA
643
Aletheian Wealth Advisors
Washington
$359K
WP
644
WealthShield Partners
North Carolina
$353K
FPB
645
First PREMIER Bank
South Dakota
$352K
PP
646
Prosperity Planning
Missouri
$352K -$42.2K -220 -11%
FHC
647
First Heartland Consultants
Missouri
$349K -$5.37K -28 -2%
B
648
Bailard
California
$345K
ABC
649
Associated Banc-Corp
Wisconsin
$342K +$1.34K +7 +0.4%
USCWA
650
U.S. Capital Wealth Advisors
Texas
$342K -$15.5K -81 -5%