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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
151
Buckingham Strategic Wealth
Missouri
$3.11M -$77K -567 -2%
PP
152
PagnatoKarp Partners
Virginia
$3.02M +$15.7K +116 +0.5%
KAH
153
Kathryn A. Hall
$3.01M
BWA
154
BlueSky Wealth Advisors
North Carolina
$2.99M +$92.2K +679 +3%
PWM
155
PRW Wealth Management
Massachusetts
$2.98M +$40.7K +300 +1%
5L
156
55I LLC
Massachusetts
$2.94M -$26.3K -194 -0.9%
EWM
157
Evercore Wealth Management
New York
$2.9M -$29.7K -219 -1%
BDF
158
Black Diamond Financial
Maryland
$2.87M +$322K +2,376 +13%
CWS
159
Cypress Wealth Services
California
$2.86M
EW
160
Emerson Wealth
Michigan
$2.83M
NA
161
NewEdge Advisors
Louisiana
$2.77M +$925K +6,812 +51%
GCA
162
Gradient Capital Advisors
California
$2.73M
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$2.69M -$6.65K -49 -0.2%
TYCC
164
Texas Yale Capital Corp
Florida
$2.65M +$123K +909 +5%
GA
165
GFS Advisors
Texas
$2.65M
PFM
166
Phillips Financial Management
Indiana
$2.5M -$13.8K -102 -0.6%
AC
167
Alley Company
Illinois
$2.48M
FA
168
FCG Advisors
New Jersey
$2.47M +$89.7K +661 +4%
PA
169
Paracle Advisors
Washington
$2.42M -$10K -74 -0.4%
IF
170
Ironwood Financial
Arizona
$2.39M -$18.9K -139 -0.8%
SEI Investments
171
SEI Investments
Pennsylvania
$2.39M +$1.27M +9,359 +115%
PP
172
PrairieView Partners
Minnesota
$2.38M -$47.2K -348 -2%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$2.35M -$1.41M -10,372 -38%
IWC
174
Integrated Wealth Concepts
Massachusetts
$2.34M -$51K -376 -2%
NEAM
175
New England Asset Management
Connecticut
$2.34M