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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
Integris Wealth Management
California
$13.8M -$632K -2,762 -5%
AWM
127
Adams Wealth Management
Utah
$13.4M -$729K -3,188 -5%
BFO
128
Biltmore Family Office
North Carolina
$13.3M +$2.11M +9,209 +20%
NW
129
NewEdge Wealth
Pennsylvania
$13.3M +$25.2K +110 +0.2%
AA
130
Atmos Advisory
Pennsylvania
$13.3M -$2.15M -9,387 -15%
FF
131
Farrell Financial
New York
$13M +$342K +1,493 +3%
DWM
132
Destination Wealth Management
California
$12.6M -$415K -1,813 -3%
CCG
133
Chatham Capital Group
Georgia
$12.4M -$11.4K -50 -0.1%
AA
134
Alesco Advisors
New York
$12.4M -$126K -550 -1%
BFAG
135
Blackston Financial Advisory Group
Florida
$12.3M -$59.3K -259 -0.5%
DADC
136
D.A. Davidson & Co
Montana
$12.3M +$31.6K +138 +0.3%
TFO
137
Tarbox Family Office
California
$12.2M -$300K -1,310 -3%
AG
138
Advocate Group
Minnesota
$12.2M -$111K -486 -0.9%
WAG
139
Wheelhouse Advisory Group
Missouri
$12M +$470K +2,053 +4%
TIM
140
Total Investment Management
Arizona
$11.8M +$278K +1,215 +3%
MECA
141
Miller Equity Capital Advisors
Texas
$11.8M +$402K +1,759 +4%
CWM
142
Congress Wealth Management
Massachusetts
$11.6M +$37.1K +162 +0.3%
MAM
143
Madison Asset Management
Wisconsin
$11.5M -$171K -746 -2%
HL
144
HeadInvest LLC
Maine
$11.5M -$20.8K -91 -0.2%
SHFA
145
SC&H Financial Advisors
Maryland
$11.4M -$97.9K -428 -0.9%
CAL
146
Capital Advisors Ltd
Ohio
$11.3M +$246K +1,077 +2%
FAG
147
Financial Advisory Group
Texas
$11.3M -$140K -614 -1%
RWMH
148
Riverpoint Wealth Management Holdings
Illinois
$11.2M +$24.3K +106 +0.2%
Stifel Financial
149
Stifel Financial
Missouri
$11M -$851K -3,719 -7%
FFW
150
Fusion Family Wealth
New York
$11M -$34.3K -150 -0.3%