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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
851
Bellwether Advisors
Nebraska
$288K – – –
NEPWA
852
New England Private Wealth Advisors
Massachusetts
$288K +$507 +2 +0.2%
MW
853
Maia Wealth
Colorado
$287K +$273K +1,078 New
MGW
854
MB Generational Wealth
Washington
$287K -$2.54K -10 -0.9%
SYBT
855
Stock Yards Bank & Trust
Kentucky
$284K – – –
CWM
856
Connecticut Wealth Management
Connecticut
$284K -$16.7K -66 -6%
UA
857
Unison Advisors
District of Columbia
$284K +$1.01K +4 +0.4%
HIMC
858
Heritage Investors Management Corp
Maryland
$283K -$254 -1 -0.1%
BAM
859
Belpointe Asset Management
Nevada
$281K – – –
FCA
860
Fortis Capital Advisors
Kansas
$281K – – –
WCM
861
Wealthcare Capital Management
Virginia
$276K – – –
NPF
862
Norris Perne & French
Michigan
$276K – – –
NLP
863
Next Level Private
New York
$275K – – –
BMD
864
Better Money Decisions
New Mexico
$275K +$16.7K +66 +7%
C
865
Certuity
Florida
$275K – – –
RWP
866
Revolve Wealth Partners
New Jersey
$273K +$263K +1,038 New
SJL
867
Shayne & Jacobs LLC
Tennessee
$272K – – –
TWM
868
Thrive Wealth Management
Pennsylvania
$270K +$3.3K +13 +1%
PWS
869
Physician Wealth Solutions
Nevada
$270K – – –
SGI
870
Summit Global Investments
Utah
$270K +$260K +1,025 New
WAM
871
WNY Asset Management
New York
$269K – – –
GLA
872
Great Lakes Advisors
Illinois
$268K -$8.63K -34 -3%
FL
873
FreeGulliver LLC
Louisiana
$268K +$507 +2 +0.2%
AWA
874
Arkadios Wealth Advisors
Georgia
$266K +$3.3K +13 +1%
CAC
875
Certified Advisory Corp
Florida
$265K +$256K +1,008 New