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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
U.S. Capital Wealth Advisors
651
U.S. Capital Wealth Advisors
Texas
$342K -$15.5K -81 -5%
KWA
652
KCS Wealth Advisory
California
$340K – – –
HWM
653
HighMark Wealth Management
Minnesota
$338K – – –
FW
654
FirstPurpose Wealth
Utah
$338K +$64K +334 +25%
World Investment Advisors
655
World Investment Advisors
California
$338K +$192 +1 +0.1%
LWMT
656
Legacy Wealth Management (Tennessee)
Tennessee
$337K +$319K +1,665 New
COCM
657
Charter Oak Capital Management
New Hampshire
$337K – – –
CWM
658
Connecticut Wealth Management
Connecticut
$337K -$124K -646 -28%
FG
659
Fiduciary Group
Georgia
$336K +$11.3K +59 +4%
Bogart Wealth LLC
660
Bogart Wealth LLC
Virginia
$336K – – –
WCG
661
Weaver Consulting Group
California
$335K – – –
FC
662
Forte Capital
New York
$333K – – –
CWA
663
Consilio Wealth Advisors
Washington
$330K -$33.2K -173 -10%
BOM
664
Bank of Marin
California
$330K – – –
MCM
665
Manchester Capital Management
Vermont
$329K – – –
Blue Trust Inc
666
Blue Trust Inc
Georgia
$329K +$73.2K +382 +28%
FFBTD
667
First Financial Bank - Trust Division
Ohio
$329K -$192 -1 -0.1%
WCFA
668
Walkner Condon Financial Advisors
Wisconsin
$325K – – –
PP
669
Pegasus Partners
Wisconsin
$325K – – –
CCA
670
Cobblestone Capital Advisors
New York
$324K -$146K -763 -32%
FPFS
671
First Personal Financial Services
North Carolina
$324K -$18.8K -98 -6%
MCM
672
Mitchell Capital Management
Kansas
$323K – – –
CWA
673
Canvas Wealth Advisors
Kansas
$323K -$9.58K -50 -3%
Calamos Wealth Management
674
Calamos Wealth Management
Illinois
$323K – – –
AFS
675
Axiom Financial Strategies
Indiana
$323K – – –