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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
851
Foguth Wealth Management
Michigan
$337K +$63.7K +235 +22%
PWP
852
Principle Wealth Partners
Connecticut
$336K – – –
MWM
853
MY Wealth Management
Maryland
$334K +$10.6K +39 +3%
WI
854
Wedgewood Investors
Pennsylvania
$331K – – –
BSG
855
Black Swift Group
Colorado
$330K +$348K +1,286 New
ITIM
856
Indiana Trust & Investment Management
Indiana
$328K – – –
First Manhattan
857
First Manhattan
New York
$328K +$346K +1,276 New
SCP
858
Shorepoint Capital Partners
Massachusetts
$327K +$4.06K +15 +1%
BCA
859
Ballentine Capital Advisors
South Carolina
$321K – – –
GCA
860
Greenwood Capital Associates
South Carolina
$321K +$339K +1,250 New
OA
861
Oxbow Advisors
Texas
$321K – – –
CM
862
Cornerstone Management
Georgia
$318K +$1.08K +4 +0.3%
NEPWA
863
New England Private Wealth Advisors
Massachusetts
$317K +$271 +1 +0.1%
QPWM
864
Quadrant Private Wealth Management
Pennsylvania
$315K +$80.4K +297 +32%
KPWG
865
KFA Private Wealth Group
Virginia
$314K – – –
CGA
866
Crescent Grove Advisors
Illinois
$313K -$874K -3,227 -73%
Millennium Management
867
Millennium Management
New York
$310K +$109K +403 +50%
BWP
868
Barlow Wealth Partners
Kentucky
$309K – – –
IAA
869
Ironsides Asset Advisors
North Carolina
$308K – – –
WCF
870
West Coast Financial
California
$308K – – –
CP
871
Creekside Partners
California
$307K +$542 +2 +0.2%
MW
872
Maia Wealth
Colorado
$306K +$37.9K +140 +13%
IAP
873
Indie Asset Partners
Indiana
$306K – – –
TWM
874
Trevian Wealth Management
Massachusetts
$306K – – –
BWM
875
BKM Wealth Management
Wisconsin
$305K – – –