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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
801
StoneX Group
New York
$300K +$8.24K +36 +3%
BFEC
802
Benjamin F. Edwards & Company
Missouri
$299K -$42.3K -185 -13%
WSFS
803
Wilmington Savings Fund Society
Delaware
$297K +$283K +1,237 New
CAI
804
Capital Advisors Inc
Oklahoma
$296K -$864K -3,778 -75%
LWM
805
Laidlaw Wealth Management
New York
$292K – – –
BAM
806
Belpointe Asset Management
Nevada
$291K -$314K -1,373 -53%
FCA
807
Fortis Capital Advisors
Kansas
$291K -$314K -1,373 -53%
OWM
808
Opes Wealth Management
California
$291K +$278K +1,214 New
BTI
809
Blue Trust Inc
Georgia
$289K -$70.9K -310 -20%
VP
810
Verum Partners
North Carolina
$289K +$50.1K +219 +22%
Chevy Chase Trust
811
Chevy Chase Trust
Maryland
$289K +$275K +1,204 New
AI
812
Accredited Investors
Minnesota
$288K -$137K -600 -33%
WCF
813
West Coast Financial
California
$288K -$3.2K -14 -1%
IAA
814
Ironsides Asset Advisors
North Carolina
$288K – – –
BWP
815
Barlow Wealth Partners
Kentucky
$286K – – –
FCI
816
Financial Counselors Inc
Kansas
$286K – – –
TWM
817
Trevian Wealth Management
Massachusetts
$285K – – –
CWA
818
Consilio Wealth Advisors
Washington
$285K -$90.6K -396 -25%
EW
819
Evoke Wealth
California
$282K – – –
WDG
820
Wealth Dimensions Group
Ohio
$281K – – –
SIA
821
Schechter Investment Advisors
Michigan
$280K +$15.8K +69 +6%
GIA
822
Gladstone Institutional Advisory
Florida
$279K -$276K -1,208 -51%
MA
823
Mutual Advisors
Nebraska
$276K +$264K +1,152 New
MGW
824
MB Generational Wealth
Washington
$276K +$479K +2,093 +185%
BFG
825
Bouchey Financial Group
New York
$272K – – –