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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
926
SK Wealth Management
Rhode Island
$267K +$306K +1,128 New
SJL
927
Shayne & Jacobs LLC
Tennessee
$266K – – –
CWA
928
Consilio Wealth Advisors
Washington
$264K -$44.4K -164 -14%
CF
929
Centaurus Financial
California
$263K +$27.1K +100 +11%
WAM
930
WNY Asset Management
New York
$262K +$276K +1,020 New
PWS
931
Physician Wealth Solutions
Nevada
$261K – – –
FL
932
FreeGulliver LLC
Louisiana
$261K -$542 -2 -0.2%
SWRP
933
Summit Wealth & Retirement Planning
California
$259K – – –
AC
934
Avestar Capital
New York
$257K – – –
CNFG
935
Creegan & Nassoura Financial Group
New Hampshire
$257K – – –
SGI
936
Summit Global Investments
Utah
$257K -$271 -1 -0.1%
SCM
937
SOL Capital Management
Maryland
$257K – – –
Blue Trust Inc
938
Blue Trust Inc
Georgia
$257K – – –
C
939
Certuity
Florida
$254K -$14.4K -53 -5%
MAS
940
MPWM Advisory Solutions
Georgia
$254K – – –
LIA
941
Lynx Investment Advisory
District of Columbia
$250K +$813 +3 +0.3%
Scotia Capital
942
Scotia Capital
Ontario, Canada
$249K -$62.3K -230 -19%
TWM
943
Thrive Wealth Management
Pennsylvania
$249K -$14.6K -54 -5%
BH
944
Burk Holdings
Oklahoma
$248K +$40.1K +148 +18%
SBI Securities
945
SBI Securities
Japan
$248K -$27.6K -102 -10%
KAM
946
KEB Asset Management
Illinois
$248K – – –
Apella Capital
947
Apella Capital
Connecticut
$247K +$53.1K +196 +25%
HFS
948
Hopwood Financial Services
Virginia
$245K – – –
NSG
949
Nalls Sherbakoff Group
Tennessee
$245K +$258K +953 New
AA
950
ArborFi Advisors
Michigan
$245K – – –