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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
MY Wealth Management
Maryland
$327K +$34.7K +111 +10%
IWB
952
Innovative Wealth Building
Maryland
$327K +$939 +3 +0.3%
MWA
953
Monograph Wealth Advisors
California
$327K – – –
OWM
954
Opes Wealth Management
California
$327K – – –
BPW
955
BLVD Private Wealth
Kentucky
$324K – – –
ACM
956
Allred Capital Management
Texas
$324K -$6.88K -22 -2%
Stock Yards Bank & Trust
957
Stock Yards Bank & Trust
Kentucky
$323K – – –
SPI
958
Strategic Planning Inc
Ohio
$321K +$939 +3 +0.3%
Facet Wealth Inc
959
Facet Wealth Inc
Maryland
$320K +$117K +373 +53%
AIC
960
Allodium Investment Consultants
Minnesota
$319K -$39.4K -126 -11%
Curi RMB Capital
961
Curi RMB Capital
Illinois
$318K – – –
UA
962
URS Advisory
Florida
$317K +$332K +1,062 New
JWA
963
JFS Wealth Advisors
Pennsylvania
$315K +$626 +2 +0.2%
WHCFA
964
William Howard & Co Financial Advisors
Tennessee
$315K +$105K +335 +47%
WCM
965
Wealthcare Capital Management
Virginia
$314K – – –
TC
966
Town Capital
Maryland
$313K -$5.01K -16 -2%
NLP
967
Next Level Private
New York
$312K +$313 +1 +0.1%
Heritage Investors Management Corp
968
Heritage Investors Management Corp
Maryland
$311K – – –
DI
969
Disciplined Investments
Oklahoma
$308K – – –
MWM
970
Maripau Wealth Management
Indiana
$308K +$323K +1,032 New
RWM
971
Revisor Wealth Management
Ohio
$308K – – –
PFG
972
Prospect Financial Group
Virginia
$308K -$25K -80 -7%
Blue Trust Inc
973
Blue Trust Inc
Georgia
$306K -$6.57K -21 -2%
Calamos Wealth Management
974
Calamos Wealth Management
Illinois
$306K – – –
Calamos Advisors
975
Calamos Advisors
Illinois
$306K +$320K +1,023 New