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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
651
Passive Capital Management
Maryland
$370K
Members Trust
652
Members Trust
Florida
$368K
SI
653
Stephens Inc
Arkansas
$367K -$63.9K -314 -14%
CM
654
Cornerstone Management
Georgia
$366K -$5.5K -27 -1%
MW
655
Marcum Wealth
Ohio
$366K +$153K +751 +67%
EW
656
Evoke Wealth
California
$362K
PWP
657
Principle Wealth Partners
Connecticut
$362K
SAM
658
Synergy Asset Management
Washington
$361K +$376K +1,845 New
AWP
659
Abacus Wealth Partners
California
$359K
PWM
660
PBMares Wealth Management
Virginia
$358K -$40.1K -197 -10%
FT
661
Fiduciary Trust
Massachusetts
$357K -$36.9K -181 -9%
TBWA
662
Three Bridge Wealth Advisors
California
$355K
AWA
663
Aletheian Wealth Advisors
Washington
$347K
FPB
664
First PREMIER Bank
South Dakota
$339K
WP
665
WealthShield Partners
North Carolina
$338K -$2.04K -10 -0.6%
RPCONE
666
Retirement Planning Company of New England
Rhode Island
$337K -$179K -878 -34%
FHC
667
First Heartland Consultants
Missouri
$335K -$2.04K -10 -0.6%
PP
668
Prosperity Planning
Missouri
$333K -$7.13K -35 -2%
B
669
Bailard
California
$333K
USCWA
670
U.S. Capital Wealth Advisors
Texas
$331K +$1.22K +6 +0.4%
KA
671
Klingman & Associates
New York
$330K +$44.2K +217 +15%
MSFS
672
Main Street Financial Solutions
Pennsylvania
$329K +$343K +1,684 New
ABC
673
Associated Banc-Corp
Wisconsin
$327K -$2.85K -14 -0.8%
HWM
674
HighMark Wealth Management
Minnesota
$326K
COCM
675
Charter Oak Capital Management
New Hampshire
$326K