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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Carret Asset Management
New York
$274K
ACM
802
Ategra Capital Management
Virginia
$273K
AL
803
ACAS LLC
California
$270K
CF
804
Clarity Financial
Texas
$269K
SWM
805
Spire Wealth Management
Virginia
$268K +$16.4K +80 +7%
WA
806
Waverly Advisors
Alabama
$267K +$250K +1,224 New
BWP
807
Barlow Wealth Partners
Kentucky
$266K +$249K +1,220 New
LWM
808
Laidlaw Wealth Management
New York
$266K -$4.38M -21,449 -95%
WCF
809
West Coast Financial
California
$265K -$13.3K -65 -5%
CC
810
Cornerstone Capital
California
$265K +$248K +1,213 New
SG
811
StoneX Group
New York
$265K -$204 -1 -0.1%
RA
812
RFG Advisory
Alabama
$264K +$409 +2 +0.2%
SCP
813
Shorepoint Capital Partners
Massachusetts
$264K -$12.7K -62 -5%
Jane Street
814
Jane Street
New York
$263K -$2.04M -9,982 -89%
BOSSRA
815
B.O.S.S. Retirement Advisors
Utah
$262K +$246K +1,202 New
IAA
816
Ironsides Asset Advisors
North Carolina
$262K
FCI
817
Financial Counselors Inc
Kansas
$260K
TWM
818
Trevian Wealth Management
Massachusetts
$260K
EW
819
Evoke Wealth
California
$257K -$138K -675 -36%
WDG
820
Wealth Dimensions Group
Ohio
$255K
MA
821
Mezzasalma Advisors
New Jersey
$253K +$2.66K +13 +1%
WP
822
WealthPLAN Partners
Nebraska
$250K +$234K +1,146 New
LFAS
823
Level Four Advisory Services
Texas
$249K -$2.86K -14 -1%
SSWM
824
Smith Salley Wealth Management
North Carolina
$248K
BFG
825
Bouchey Financial Group
New York
$248K