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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
926
Physician Wealth Solutions
Nevada
$274K – – –
CAC
927
Certified Advisory Corp
Florida
$274K +$1.63K +6 +0.6%
Arkadios Wealth Advisors
928
Arkadios Wealth Advisors
Georgia
$273K – – –
SWRP
929
Summit Wealth & Retirement Planning
California
$271K – – –
SGI
930
Summit Global Investments
Utah
$270K -$6.77K -25 -2%
SCM
931
SOL Capital Management
Maryland
$270K – – –
AC
932
Avestar Capital
New York
$270K – – –
CNFG
933
Creegan & Nassoura Financial Group
New Hampshire
$270K – – –
Blue Trust Inc
934
Blue Trust Inc
Georgia
$269K +$4.06K +15 +2%
AWP
935
Avid Wealth Partners
Texas
$269K -$61K -225 -18%
BFA
936
Beacon Financial Advisory
Ohio
$269K +$46.3K +171 +21%
TAM
937
TCP Asset Management
Ohio
$268K – – –
SWA
938
Strategies Wealth Advisors
Michigan
$267K +$32.2K +119 +14%
MAS
939
MPWM Advisory Solutions
Georgia
$266K +$268K +988 New
LIA
940
Lynx Investment Advisory
District of Columbia
$262K +$1.63K +6 +0.6%
I
941
INVST
Indiana
$260K – – –
BTWM
942
Baker Tilly Wealth Management
Wisconsin
$260K +$261K +965 New
KAM
943
KEB Asset Management
Illinois
$260K – – –
WIP
944
WealthCare Investment Partners
Rhode Island
$258K +$1.08K +4 +0.4%
HFS
945
Hopwood Financial Services
Virginia
$258K +$259K +955 New
AA
946
ArborFi Advisors
Michigan
$257K +$258K +952 New
Valmark Advisers
947
Valmark Advisers
Ohio
$256K – – –
First Horizon Advisors
948
First Horizon Advisors
Tennessee
$255K -$4.61K -17 -2%
AL
949
ACAS LLC
California
$254K -$59.6K -220 -19%
NCFG
950
New Century Financial Group
New Jersey
$252K -$2.98K -11 -1%