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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
876
SkyOak Wealth
Michigan
$370K -$33.8K -114 -9%
UF
877
Univest Financial
Pennsylvania
$370K +$356K +1,203 New
IAA
878
Ironsides Asset Advisors
North Carolina
$369K – – –
CP
879
Creekside Partners
California
$368K +$296 +1 +0.1%
TWM
880
Trevian Wealth Management
Massachusetts
$366K – – –
MWM
881
MY Wealth Management
Maryland
$365K -$1.18K -4 -0.3%
BWM
882
BKM Wealth Management
Wisconsin
$365K -$296 -1 -0.1%
CAM
883
Carret Asset Management
New York
$363K – – –
ACM
884
Allred Capital Management
Texas
$362K -$11K -37 -3%
Crestwood Advisors Group
885
Crestwood Advisors Group
Massachusetts
$358K – – –
Great Lakes Advisors
886
Great Lakes Advisors
Illinois
$357K -$1.18K -4 -0.3%
HWM
887
HighMark Wealth Management
Minnesota
$355K – – –
BNP Paribas Financial Markets
888
BNP Paribas Financial Markets
France
$353K +$329K +1,111 +3,268%
SWM
889
SK Wealth Management
Rhode Island
$352K +$888 +3 +0.3%
BFS
890
BridgePort Financial Solutions
Iowa
$352K – – –
RWP
891
Revolve Wealth Partners
New Jersey
$350K – – –
BFG
892
Bouchey Financial Group
New York
$350K – – –
Zacks Investment Management
893
Zacks Investment Management
Illinois
$350K +$888 +3 +0.3%
MIA
894
MainStreet Investment Advisors
Illinois
$349K – – –
MassMutual Private Wealth & Trust
895
MassMutual Private Wealth & Trust
Connecticut
$349K – – –
DA
896
Detalus Advisors
Missouri
$342K -$78.2K -264 -19%
PWAM
897
Private Wealth Asset Management
Iowa
$342K +$18.1K +61 +6%
Scotia Capital
898
Scotia Capital
Ontario, Canada
$342K +$41.7K +141 +15%
Klingman & Associates
899
Klingman & Associates
New York
$342K -$34.6K -117 -10%
PFG
900
Prospect Financial Group
Virginia
$342K – – –