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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
776
Miller Investment Management
Pennsylvania
$224K -$84.1K -413 -27%
SSWM
777
Smith Salley Wealth Management
North Carolina
$223K +$232K +1,137 New
BFG
778
Bouchey Financial Group
New York
$222K
FAIM
779
Financial Advocates Investment Management
Washington
$221K -$131K -645 -36%
MPPLM
780
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$221K -$13.4K -66 -6%
SWM
781
Spire Wealth Management
Virginia
$221K
MAM
782
Marquette Asset Management
Minnesota
$220K
OSAM
783
O'Shaughnessy Asset Management
Connecticut
$219K +$41.7K +205 +22%
VBFP
784
Valtinson Bruner Financial Planning
Minnesota
$218K
MA
785
Mutual Advisors
Nebraska
$216K -$12.2K -60 -5%
AFG
786
Altiora Financial Group
Ohio
$215K
FPIS
787
Financial Planning & Information Services
Wisconsin
$215K
RWPA
788
Richard W. Paul & Associates
Michigan
$215K
Qube Research & Technologies (QRT)
789
Qube Research & Technologies (QRT)
United Kingdom
$214K +$215K +1,056 +2,779%
MWA
790
Monograph Wealth Advisors
California
$214K
NEPWA
791
New England Private Wealth Advisors
Massachusetts
$213K +$815 +4 +0.4%
SYBT
792
Stock Yards Bank & Trust
Kentucky
$211K
KAS
793
KPP Advisory Services
Kentucky
$211K +$220K +1,080 New
CA
794
CoreCap Advisors
Michigan
$210K -$14.3K -70 -6%
HIMC
795
Heritage Investors Management Corp
Maryland
$210K
TSWM
796
Triangle Securities Wealth Management
North Carolina
$210K
UA
797
Unison Advisors
District of Columbia
$210K +$815 +4 +0.4%
FF
798
Francis Financial
$209K
LFS
799
Lutz Financial Services
Nebraska
$209K
ADL
800
Asset Dedication LLC
California
$207K