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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
901
Altiora Financial Group
Ohio
$339K
AWMS
902
Advocacy Wealth Management Services
Georgia
$338K -$1.23M -4,167 -79%
ADL
903
Asset Dedication LLC
California
$338K
MWA
904
Monograph Wealth Advisors
California
$337K
WDG
905
Wealth Dimensions Group
Ohio
$337K +$8.88K +30 +3%
CF
906
Centaurus Financial
California
$337K
OWM
907
Opes Wealth Management
California
$336K
WCWM
908
Willow Creek Wealth Management
California
$336K
Qube Research & Technologies (QRT)
909
Qube Research & Technologies (QRT)
United Kingdom
$334K -$165K -556 -34%
IWB
910
Innovative Wealth Building
Maryland
$334K +$57.7K +195 +22%
SYBT
911
Stock Yards Bank & Trust
Kentucky
$332K
MSG
912
Main Street Group
Virginia
$331K
RP
913
Riverwater Partners
Wisconsin
$331K -$1.78K -6 -0.6%
HFA
914
High Falls Advisors
New York
$330K -$8.29K -28 -3%
CRC
915
Curi RMB Capital
Illinois
$329K +$82K +277 +35%
NLP
916
Next Level Private
New York
$324K +$1.48K +5 +0.5%
JWA
917
JFS Wealth Advisors
Pennsylvania
$323K -$103K -347 -25%
WCM
918
Wealthcare Capital Management
Virginia
$323K
EWP
919
Equity Wealth Partners
Missouri
$323K +$310K +1,048 New
NPF
920
Norris Perne & French
Michigan
$323K
SG
921
StoneX Group
New York
$323K +$296 +1 +0.1%
FSWA
922
Financial Synergies Wealth Advisors
Texas
$322K -$2.96K -10 -0.9%
CCM
923
Canal Capital Management
Virginia
$322K +$888 +3 +0.3%
SC
924
Schoolcraft Capital
Colorado
$320K -$12.7K -43 -4%
HIMC
925
Heritage Investors Management Corp
Maryland
$320K -$4.74K -16 -2%