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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fort Pitt Capital Group
701
Fort Pitt Capital Group
Pennsylvania
$258K – – –
PPW
702
Parcion Private Wealth
Washington
$257K -$1.56M -8,591 -86%
Curi RMB Capital
703
Curi RMB Capital
Illinois
$256K – – –
OAM
704
Oak Asset Management
California
$254K – – –
MF
705
Meridian Financial
Massachusetts
$254K – – –
WI
706
Wintrust Investments
Illinois
$252K -$27.5K -151 -10%
Connectus Wealth
707
Connectus Wealth
Ohio
$252K +$245K +1,348 New
Atalanta Sosnoff Capital
708
Atalanta Sosnoff Capital
New York
$252K +$245K +1,347 New
Fisher Asset Management
709
Fisher Asset Management
Washington
$250K +$244K +1,339 New
FW
710
FirstPurpose Wealth
Utah
$249K -$83.8K -460 -26%
MAM
711
Marquette Asset Management
Minnesota
$242K – – –
Segall Bryant & Hamill
712
Segall Bryant & Hamill
Illinois
$242K +$237K +1,299 New
Blue Trust Inc
713
Blue Trust Inc
Georgia
$241K – – –
WI
714
Wedgewood Investors
Pennsylvania
$240K – – –
FCFC
715
First Commonwealth Financial Corp
Pennsylvania
$239K -$218K -1,200 -48%
BA
716
Bellwether Advisors
Nebraska
$235K -$71K -390 -24%
AWA
717
Archvest Wealth Advisors
California
$235K -$2.85M -15,653 -93%
AA
718
Aire Advisors
California
$235K -$28.4K -156 -11%
SCP
719
Shorepoint Capital Partners
Massachusetts
$235K +$12.6K +69 +6%
RA
720
Riversedge Advisors
Delaware
$235K +$229K +1,256 New
CFD
721
Creative Financial Designs
Indiana
$234K -$17.1K -94 -7%
CAM
722
Carret Asset Management
New York
$234K – – –
ACM
723
Ategra Capital Management
Virginia
$234K – – –
VWM
724
Venturi Wealth Management
Texas
$233K -$46.1K -253 -17%
AC
725
Anson Capital
Georgia
$232K +$226K +1,242 New