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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
676
GGM Wealth Advisors
Maryland
$618K +$1.9K +7 +0.3%
Valeo Financial Advisors
677
Valeo Financial Advisors
Indiana
$617K -$208K -767 -24%
LC
678
Lindbrook Capital
California
$616K – – –
SAMT
679
Select Asset Management & Trust
Pennsylvania
$612K -$732K -2,701 -53%
PWM
680
PBMares Wealth Management
Virginia
$610K +$159K +586 +33%
KFGK
681
Keystone Financial Group (Kentucky)
Kentucky
$610K +$14.1K +52 +2%
PHWM
682
Pine Harbor Wealth Management
Maryland
$609K – – –
FAI
683
Fiduciary Advisors Inc
Missouri
$607K +$2.17K +8 +0.3%
BBA
684
Braun-Bostich & Associates
Pennsylvania
$607K +$4.61K +17 +0.7%
CSB
685
City State Bank
Iowa
$605K +$13.5K +50 +2%
UAS
686
United Asset Strategies
New York
$605K -$126K -466 -17%
QP
687
Quartz Partners
New York
$605K – – –
UBV
688
United Bank (Virginia)
Virginia
$603K – – –
AWP
689
Avid Wealth Partners
Texas
$601K +$364K +1,344 +135%
BFS
690
Beacon Financial Strategies
North Carolina
$598K – – –
SMA
691
Sage Mountain Advisors
Georgia
$597K +$271 +1 +0%
AC
692
AWM Capital
Arizona
$590K – – –
AHC
693
Anderson Hoagland & Co
Missouri
$590K – – –
BOC
694
Blue Oak Capital
California
$589K – – –
Qube Research & Technologies (QRT)
695
Qube Research & Technologies (QRT)
United Kingdom
$588K +$103K +382 +20%
U.S. Capital Wealth Advisors
696
U.S. Capital Wealth Advisors
Texas
$588K +$4.88K +18 +0.8%
DF
697
Define Financial
California
$585K +$2.17K +8 +0.3%
CPA
698
Cathy Pareto & Associates
Florida
$584K -$34.1K -126 -5%
Kovitz Investment Group Partners
699
Kovitz Investment Group Partners
Illinois
$581K -$146K -540 -19%
IAN
700
Integrated Advisors Network
Texas
$581K -$134K -495 -18%