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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
876
Ironsides Asset Advisors
North Carolina
$369K
CP
877
Creekside Partners
California
$368K +$296 +1 +0.1%
TWM
878
Trevian Wealth Management
Massachusetts
$366K
MWM
879
MY Wealth Management
Maryland
$365K -$1.18K -4 -0.3%
BWM
880
BKM Wealth Management
Wisconsin
$365K -$296 -1 -0.1%
CAM
881
Carret Asset Management
New York
$363K
ACM
882
Allred Capital Management
Texas
$362K -$11K -37 -3%
CAG
883
Crestwood Advisors Group
Massachusetts
$358K
GLA
884
Great Lakes Advisors
Illinois
$357K -$1.18K -4 -0.3%
HWM
885
HighMark Wealth Management
Minnesota
$355K
BNP Paribas Financial Markets
886
BNP Paribas Financial Markets
France
$353K +$329K +1,111 +3,268%
SWM
887
SK Wealth Management
Rhode Island
$352K +$888 +3 +0.3%
BFS
888
BridgePort Financial Solutions
Iowa
$352K
RWP
889
Revolve Wealth Partners
New Jersey
$350K
BFG
890
Bouchey Financial Group
New York
$350K
ZIM
891
Zacks Investment Management
Illinois
$350K +$888 +3 +0.3%
MIA
892
MainStreet Investment Advisors
Illinois
$349K
MPWT
893
MassMutual Private Wealth & Trust
Connecticut
$349K
DA
894
Detalus Advisors
Missouri
$342K -$78.2K -264 -19%
PWAM
895
Private Wealth Asset Management
Iowa
$342K +$18.1K +61 +6%
SC
896
Scotia Capital
Ontario, Canada
$342K +$41.7K +141 +15%
KA
897
Klingman & Associates
New York
$342K -$34.6K -117 -10%
PFG
898
Prospect Financial Group
Virginia
$342K
DI
899
Disciplined Investments
Oklahoma
$340K
CWS
900
Confluence Wealth Services
Pennsylvania
$339K