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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
926
HighMark Wealth Management
Minnesota
$363K
BFS
927
BridgePort Financial Solutions
Iowa
$360K +$625 +2 +0.2%
ZIM
928
Zacks Investment Management
Illinois
$359K +$2.19K +7 +0.6%
RWP
929
Revolve Wealth Partners
New Jersey
$359K +$312 +1 +0.1%
BFG
930
Bouchey Financial Group
New York
$358K
CWM
931
Centric Wealth Management
Illinois
$357K -$138K -441 -28%
MIA
932
MainStreet Investment Advisors
Illinois
$357K
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$357K
AFC
934
Ares Financial Consulting
California
$354K +$351K +1,125 New
FNBT
935
FineMark National Bank & Trust
Florida
$352K +$136K +437 +64%
Fisher Asset Management
936
Fisher Asset Management
Washington
$352K +$109K +348 +45%
PWAM
937
Private Wealth Asset Management
Iowa
$350K
FTWA
938
Fifth Third Wealth Advisors
Ohio
$349K +$34.4K +110 +11%
PFG
939
Prospect Financial Group
Virginia
$349K
ACM
940
Allred Capital Management
Texas
$348K -$22.5K -72 -6%
DA
941
Detalus Advisors
Missouri
$347K -$2.81K -9 -0.8%
CWS
942
Confluence Wealth Services
Pennsylvania
$347K
AFG
943
Altiora Financial Group
Ohio
$346K
WDG
944
Wealth Dimensions Group
Ohio
$345K
MWA
945
Monograph Wealth Advisors
California
$344K
OWM
946
Opes Wealth Management
California
$344K
CF
947
Centaurus Financial
California
$344K
FCG
948
Fielder Capital Group
Tennessee
$343K +$341K +1,091 New
IWB
949
Innovative Wealth Building
Maryland
$343K +$1.87K +6 +0.6%
SC
950
Scotia Capital
Ontario, Canada
$343K -$6.56K -21 -2%