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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
726
Clarity Financial
Texas
$253K +$239K +1,247 New
AL
727
ACAS LLC
California
$251K +$237K +1,239 New
WSFS
728
Wilmington Savings Fund Society
Delaware
$251K
Fisher Asset Management
729
Fisher Asset Management
Washington
$250K -$20.3K -106 -8%
CC
730
Callan Capital
California
$250K
SG
731
StoneX Group
New York
$245K -$157K -817 -40%
SIA
732
Schechter Investment Advisors
Michigan
$243K
IAA
733
Ironsides Asset Advisors
North Carolina
$243K
MPPLM
734
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$242K -$5.17K -27 -2%
FCI
735
Financial Counselors Inc
Kansas
$242K
WPC
736
Waters Parkerson & Co
Louisiana
$241K
ASC
737
Atalanta Sosnoff Capital
New York
$241K -$30.3K -158 -12%
IA
738
IFP Advisors
Florida
$239K +$19.9K +104 +10%
Lido Advisors
739
Lido Advisors
California
$239K -$1.08M -5,660 -83%
WDG
740
Wealth Dimensions Group
Ohio
$237K
HCM
741
Howland Capital Management
Massachusetts
$236K -$767 -4 -0.3%
MA
742
Mutual Advisors
Nebraska
$235K +$223K +1,162 New
MA
743
Mezzasalma Advisors
New Jersey
$235K -$575 -3 -0.3%
Prudential Financial
744
Prudential Financial
New Jersey
$234K +$221K +1,153 New
FHA
745
First Horizon Advisors
Tennessee
$232K -$66.9K -349 -23%
GLA
746
Good Life Advisors
Pennsylvania
$232K -$13.6K -71 -6%
CA
747
CoreCap Advisors
Michigan
$232K +$219K +1,144 New
BFG
748
Bouchey Financial Group
New York
$230K +$192 +1 +0.1%
RA
749
RFG Advisory
Alabama
$230K +$217K +1,134 New
SWM
750
Spire Wealth Management
Virginia
$229K