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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
926
Kiley Juergens Wealth Management
Washington
$407K -$75.1K -225 -16%
WAM
927
WNY Asset Management
New York
$407K
SLWM
928
Stone Loft Wealth Management
Pennsylvania
$406K +$1.33K +4 +0.3%
CAM
929
Carret Asset Management
New York
$405K
OWA
930
One Wealth Advisors
California
$405K -$33.4K -100 -8%
IWS
931
Integrity Wealth Solutions
Colorado
$404K -$4.67K -14 -1%
First Manhattan
932
First Manhattan
New York
$400K
AG
933
Ascent Group
Virginia
$400K -$24K -72 -6%
GIM
934
Goelzer Investment Management
Indiana
$400K
MPWT
935
MassMutual Private Wealth & Trust
Connecticut
$400K -$79.1K -237 -17%
BFIM
936
Beese Fulmer Investment Management
Ohio
$395K -$4.67K -14 -1%
DA
937
Detalus Advisors
Missouri
$394K +$130K +389 +51%
VA
938
Valmark Advisers
Ohio
$392K +$64.4K +193 +20%
RWP
939
Revolve Wealth Partners
New Jersey
$392K
BFG
940
Bouchey Financial Group
New York
$391K
MIA
941
MainStreet Investment Advisors
Illinois
$390K
WDG
942
Wealth Dimensions Group
Ohio
$390K
SOS
943
Silver Oak Securities
Tennessee
$387K -$1.46M -4,390 -80%
AFC
944
Ares Financial Consulting
California
$387K
SC
945
Scotia Capital
Ontario, Canada
$386K -$2K -6 -0.5%
CF
946
Centaurus Financial
California
$386K +$8.01K +24 +2%
NAM
947
NorthCrest Asset Manangement
Minnesota
$386K +$371K +1,113 New
PWAM
948
Private Wealth Asset Management
Iowa
$382K
GCM
949
Gambit Capital Management
Tennessee
$381K -$47K -141 -11%
IWB
950
Innovative Wealth Building
Maryland
$381K +$4.67K +14 +1%