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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
926
BKM Wealth Management
Wisconsin
$373K – – –
CAM
927
Carret Asset Management
New York
$371K – – –
MWM
928
MY Wealth Management
Maryland
$365K -$8.12K -26 -2%
SWM
929
SK Wealth Management
Rhode Island
$364K +$937 +3 +0.3%
HWM
930
HighMark Wealth Management
Minnesota
$363K – – –
BFS
931
BridgePort Financial Solutions
Iowa
$360K +$625 +2 +0.2%
Zacks Investment Management
932
Zacks Investment Management
Illinois
$359K +$2.19K +7 +0.6%
RWP
933
Revolve Wealth Partners
New Jersey
$359K +$312 +1 +0.1%
BFG
934
Bouchey Financial Group
New York
$358K – – –
CWM
935
Centric Wealth Management
Illinois
$357K -$138K -441 -28%
MIA
936
MainStreet Investment Advisors
Illinois
$357K – – –
MassMutual Private Wealth & Trust
937
MassMutual Private Wealth & Trust
Connecticut
$357K – – –
AFC
938
Ares Financial Consulting
California
$354K +$351K +1,125 New
FineMark National Bank & Trust
939
FineMark National Bank & Trust
Florida
$352K +$136K +437 +64%
Fisher Asset Management
940
Fisher Asset Management
Washington
$352K +$109K +348 +45%
PWAM
941
Private Wealth Asset Management
Iowa
$350K – – –
Fifth Third Wealth Advisors
942
Fifth Third Wealth Advisors
Ohio
$349K +$34.4K +110 +11%
PFG
943
Prospect Financial Group
Virginia
$349K – – –
ACM
944
Allred Capital Management
Texas
$348K -$22.5K -72 -6%
DA
945
Detalus Advisors
Missouri
$347K -$2.81K -9 -0.8%
Confluence Wealth Services
946
Confluence Wealth Services
Pennsylvania
$347K – – –
AFG
947
Altiora Financial Group
Ohio
$346K – – –
WDG
948
Wealth Dimensions Group
Ohio
$345K – – –
MWA
949
Monograph Wealth Advisors
California
$344K – – –
OWM
950
Opes Wealth Management
California
$344K – – –