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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
751
Rezny Wealth Management
Florida
$645K +$38.8K +124 +6%
AWM
752
Ariadne Wealth Management
California
$645K – – –
PHWM
753
Pine Harbor Wealth Management
Maryland
$644K +$11.6K +37 +2%
CS
754
Crescent Sterling
Louisiana
$643K – – –
Sowell Financial Services
755
Sowell Financial Services
Arkansas
$641K +$74.5K +238 +12%
WFC
756
Western Financial Corp
California
$641K – – –
CCG
757
Cypress Capital Group
Florida
$637K – – –
PSB
758
Piscataqua Savings Bank
New Hampshire
$636K -$78.2K -250 -11%
DWG
759
Darden Wealth Group
Michigan
$634K – – –
FCA
760
Fortis Capital Advisors
Kansas
$632K -$229K -731 -26%
TWP
761
Triad Wealth Partners
Kansas
$632K +$661K +2,114 New
RI
762
Rinkey Investments
California
$631K – – –
B
763
Bensler
Washington
$629K -$79.5K -254 -11%
BWM
764
Briggs Wealth Management
Connecticut
$625K – – –
Empowered Funds
765
Empowered Funds
Pennsylvania
$624K +$654K +2,089 New
CPA
766
Cathy Pareto & Associates
Florida
$623K -$12.2K -39 -2%
CA
767
Clune & Associates
Illinois
$622K -$801K -2,559 -55%
FFA
768
First Foundation Advisors
California
$622K +$651K +2,080 New
RZH
769
Relyea Zuckerberg Hanson
Connecticut
$615K +$313 +1 +0%
VNA
770
Valley National Advisers
Pennsylvania
$614K – – –
ATC
771
Advantage Trust Company
Kansas
$610K – – –
QP
772
Quartz Partners
New York
$609K – – –
Diversified Trust
773
Diversified Trust
Tennessee
$608K – – –
TNA
774
True North Advisors
Texas
$606K -$532K -1,700 -46%
Atalanta Sosnoff Capital
775
Atalanta Sosnoff Capital
New York
$606K -$618K -1,974 -49%