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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
676
Valeo Financial Advisors
Indiana
$617K -$208K -767 -24%
LC
677
Lindbrook Capital
California
$616K
SAMT
678
Select Asset Management & Trust
Pennsylvania
$612K -$732K -2,701 -53%
PWM
679
PBMares Wealth Management
Virginia
$610K +$159K +586 +33%
KFGK
680
Keystone Financial Group (Kentucky)
Kentucky
$610K +$14.1K +52 +2%
PHWM
681
Pine Harbor Wealth Management
Maryland
$609K
FAI
682
Fiduciary Advisors Inc
Missouri
$607K +$2.17K +8 +0.3%
BBA
683
Braun-Bostich & Associates
Pennsylvania
$607K +$4.61K +17 +0.7%
CSB
684
City State Bank
Iowa
$605K +$13.5K +50 +2%
UAS
685
United Asset Strategies
New York
$605K -$126K -466 -17%
QP
686
Quartz Partners
New York
$605K
UBV
687
United Bank (Virginia)
Virginia
$603K
AWP
688
Avid Wealth Partners
Texas
$601K +$364K +1,344 +135%
BFS
689
Beacon Financial Strategies
North Carolina
$598K
SMA
690
Sage Mountain Advisors
Georgia
$597K +$271 +1 +0%
AC
691
AWM Capital
Arizona
$590K
AHC
692
Anderson Hoagland & Co
Missouri
$590K
BOC
693
Blue Oak Capital
California
$589K
Qube Research & Technologies (QRT)
694
Qube Research & Technologies (QRT)
United Kingdom
$588K +$103K +382 +20%
USCWA
695
U.S. Capital Wealth Advisors
Texas
$588K +$4.88K +18 +0.8%
DF
696
Define Financial
California
$585K +$2.17K +8 +0.3%
CPA
697
Cathy Pareto & Associates
Florida
$584K -$34.1K -126 -5%
Kovitz Investment Group Partners
698
Kovitz Investment Group Partners
Illinois
$581K -$146K -540 -19%
IAN
699
Integrated Advisors Network
Texas
$581K -$134K -495 -18%
WAG
700
Winthrop Advisory Group
Massachusetts
$581K +$1.08K +4 +0.2%