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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
651
Venturi Wealth Management
Texas
$581K
BFS
652
Beacon Financial Strategies
North Carolina
$581K -$3.12K -13 -0.6%
BFM
653
Boston Financial Management
Massachusetts
$572K
PCS
654
Personal CFO Solutions
New Jersey
$571K
VNA
655
Valley National Advisers
Pennsylvania
$571K
SWA
656
Sax Wealth Advisors
New Jersey
$567K +$82.9K +345 +18%
SSB
657
Sandy Spring Bank
Maryland
$564K
DWG
658
Darden Wealth Group
Michigan
$559K
TC
659
Trust Company
Kansas
$553K +$497K +2,068 +1,416%
BCM
660
Becker Capital Management
Oregon
$547K +$169K +703 +48%
HPC
661
HM Payson & Co
Maine
$546K
PWW
662
Pettyjohn Wood & White
Virginia
$545K
NG
663
Norden Group
Utah
$543K
GWA
664
GGM Wealth Advisors
Maryland
$543K
CMP
665
Courage Miller Partners
Virginia
$541K -$2.16K -9 -0.4%
FWM
666
Fairhaven Wealth Management
Illinois
$540K +$961 +4 +0.2%
BWP
667
Bernardo Wealth Planning
Pennsylvania
$539K
RFN
668
Redwood Financial Network
Ohio
$535K -$52.8K -220 -9%
RCS
669
Retirement Capital Strategies
California
$532K +$281K +1,169 +121%
SI
670
Stephens Inc
Arkansas
$528K +$56.9K +237 +13%
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
$525K +$479K +1,993 +1,779%
RZH
672
Relyea Zuckerberg Hanson
Connecticut
$522K -$79.3K -330 -14%
UL
673
Unionview LLC
Washington
$519K +$12.7K +53 +3%
ATC
674
Advantage Trust Company
Kansas
$513K
OCM
675
Orser Capital Management
Texas
$512K