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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Zacks Investment Management
701
Zacks Investment Management
Illinois
$399K +$374K +1,829 New
PWM
702
PBMares Wealth Management
Virginia
$396K -$2.86K -14 -0.8%
TBWA
703
Three Bridge Wealth Advisors
California
$396K – – –
Accredited Investors
704
Accredited Investors
Minnesota
$393K -$56.8K -278 -13%
WFA
705
Woodward Financial Advisors
North Carolina
$389K – – –
BlackRock
706
BlackRock
New York
$388K -$25.3K -124 -7%
AWA
707
Aletheian Wealth Advisors
Washington
$386K – – –
MSG
708
Main Street Group
Virginia
$382K +$358K +1,750 New
FW
709
FirstPurpose Wealth
Utah
$381K +$25.1K +123 +8%
FFO
710
Fortitude Family Office
Arizona
$379K +$355K +1,737 New
FPB
711
First PREMIER Bank
South Dakota
$378K – – –
Members Trust
712
Members Trust
Florida
$378K -$30.7K -150 -8%
RPCONE
713
Retirement Planning Company of New England
Rhode Island
$377K +$1.84K +9 +0.5%
HFS
714
Hoge Financial Services
Pennsylvania
$372K +$349K +1,706 New
Bailard
715
Bailard
California
$371K – – –
U.S. Capital Wealth Advisors
716
U.S. Capital Wealth Advisors
Texas
$370K +$1.23K +6 +0.4%
Klingman & Associates
717
Klingman & Associates
New York
$368K – – –
MSFS
718
Main Street Financial Solutions
Pennsylvania
$368K +$204 +1 +0.1%
HWM
719
HighMark Wealth Management
Minnesota
$364K – – –
World Investment Advisors
720
World Investment Advisors
California
$364K +$1.02K +5 +0.3%
BWA
721
Bordeaux Wealth Advisors
California
$364K +$341K +1,667 New
COCM
722
Charter Oak Capital Management
New Hampshire
$363K – – –
SWA
723
Stratos Wealth Advisors
Ohio
$362K +$339K +1,660 New
Bogart Wealth LLC
724
Bogart Wealth LLC
Virginia
$361K – – –
WCG
725
Weaver Consulting Group
California
$361K – – –