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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
951
Allred Capital Management
Texas
$324K -$6.88K -22 -2%
SYBT
952
Stock Yards Bank & Trust
Kentucky
$323K
SPI
953
Strategic Planning Inc
Ohio
$321K +$939 +3 +0.3%
FWI
954
Facet Wealth Inc
Maryland
$320K +$117K +373 +53%
AIC
955
Allodium Investment Consultants
Minnesota
$319K -$39.4K -126 -11%
CRC
956
Curi RMB Capital
Illinois
$318K
UA
957
URS Advisory
Florida
$317K +$332K +1,062 New
JWA
958
JFS Wealth Advisors
Pennsylvania
$315K +$626 +2 +0.2%
WHCFA
959
William Howard & Co Financial Advisors
Tennessee
$315K +$105K +335 +47%
WCM
960
Wealthcare Capital Management
Virginia
$314K
TC
961
Town Capital
Maryland
$313K -$5.01K -16 -2%
NLP
962
Next Level Private
New York
$312K +$313 +1 +0.1%
HIMC
963
Heritage Investors Management Corp
Maryland
$311K
DI
964
Disciplined Investments
Oklahoma
$308K
MWM
965
Maripau Wealth Management
Indiana
$308K +$323K +1,032 New
RWM
966
Revisor Wealth Management
Ohio
$308K
PFG
967
Prospect Financial Group
Virginia
$308K -$25K -80 -7%
BTI
968
Blue Trust Inc
Georgia
$306K -$6.57K -21 -2%
CWM
969
Calamos Wealth Management
Illinois
$306K
Calamos Advisors
970
Calamos Advisors
Illinois
$306K +$320K +1,023 New
CA
971
Capital Advantage
California
$305K
DWA
972
Delap Wealth Advisory
Oregon
$305K -$9.39K -30 -3%
PWS
973
Physician Wealth Solutions
Nevada
$303K
FL
974
FreeGulliver LLC
Louisiana
$303K
FSWA
975
Financial Synergies Wealth Advisors
Texas
$303K -$1.88K -6 -0.6%