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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Becker Capital Management
726
Becker Capital Management
Oregon
$686K +$11.8K +40 +2%
TC
727
Trust Company
Kansas
$682K – – –
PFA
728
Portland Financial Advisors
New York
$679K – – –
Atlantic Union Bankshares
729
Atlantic Union Bankshares
Virginia
$678K -$263K -888 -29%
MIAS
730
Mason Investment Advisory Services
Virginia
$678K -$10.1K -34 -2%
HM Payson & Co
731
HM Payson & Co
Maine
$677K +$3.85K +13 +0.6%
CPA
732
Cathy Pareto & Associates
Florida
$675K -$19.8K -67 -3%
AWM
733
Ariadne Wealth Management
California
$670K – – –
OWA
734
One Wealth Advisors
California
$667K -$24.9K -84 -4%
Diversify Wealth Management
735
Diversify Wealth Management
Utah
$666K +$3.85K +13 +0.6%
BWP
736
Bernardo Wealth Planning
Pennsylvania
$665K – – –
Regions Financial Corp
737
Regions Financial Corp
Alabama
$664K – – –
GIA
738
Gladstone Institutional Advisory
Florida
$661K +$10.1K +34 +2%
BO
739
Bank OZK
Arkansas
$661K -$2.96K -10 -0.5%
Atalanta Sosnoff Capital
740
Atalanta Sosnoff Capital
New York
$661K +$26.4K +89 +4%
Grimes & Company
741
Grimes & Company
Massachusetts
$659K +$158K +532 +33%
VNA
742
Valley National Advisers
Pennsylvania
$658K +$5.63K +19 +0.9%
DWG
743
Darden Wealth Group
Michigan
$653K – – –
PHWM
744
Pine Harbor Wealth Management
Maryland
$652K -$74K -250 -11%
Vise Technologies
745
Vise Technologies
New York
$652K +$217K +733 +53%
RI
746
Rinkey Investments
California
$650K +$625K +2,110 New
NorthRock Partners
747
NorthRock Partners
Minnesota
$646K +$126K +426 +25%
PWW
748
Pettyjohn Wood & White
Virginia
$641K +$296 +1 +0%
GEA
749
Glen Eagle Advisors
New Jersey
$637K +$23.7K +80 +4%
RZH
750
Relyea Zuckerberg Hanson
Connecticut
$632K – – –