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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
151
Kendall Capital Management
Maryland
$3.08M +$3.44K +26 +0.1%
PFA
152
Pathway Financial Advisors
Vermont
$3.05M
KAH
153
Kathryn A. Hall
$2.98M
PP
154
PagnatoKarp Partners
Virginia
$2.98M +$10.5K +79 +0.4%
5L
155
55I LLC
Massachusetts
$2.94M +$599K +4,527 +26%
BWA
156
BlueSky Wealth Advisors
North Carolina
$2.92M -$1.34M -10,135 -32%
PWM
157
PRW Wealth Management
Massachusetts
$2.9M
EWM
158
Evercore Wealth Management
New York
$2.9M
CWS
159
Cypress Wealth Services
California
$2.82M
EW
160
Emerson Wealth
Michigan
$2.8M +$35.3K +267 +1%
GCA
161
Gradient Capital Advisors
California
$2.7M -$2.65K -20 -0.1%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$2.67M +$50.5K +382 +2%
CFIA
163
Cantor Fitzgerald Investment Advisors
New York
$2.64M -$74.4K -562 -3%
GA
164
GFS Advisors
Texas
$2.61M
BDF
165
Black Diamond Financial
Maryland
$2.51M +$265 +2 +0%
PFM
166
Phillips Financial Management
Indiana
$2.51M +$4.89K +37 +0.2%
TYCC
167
Texas Yale Capital Corp
Florida
$2.5M -$2.16M -16,296 -47%
AC
168
Alley Company
Illinois
$2.45M
PA
169
Paracle Advisors
Washington
$2.4M -$10.1K -76 -0.4%
PP
170
PrairieView Partners
Minnesota
$2.39M
IF
171
Ironwood Financial
Arizona
$2.38M -$3.04K -23 -0.1%
IWC
172
Integrated Wealth Concepts
Massachusetts
$2.36M -$31.4K -237 -1%
FA
173
FCG Advisors
New Jersey
$2.35M +$508K +3,841 +28%
NEAM
174
New England Asset Management
Connecticut
$2.31M
MC
175
Mathes Company
New York
$2.29M