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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Soundmark Wealth Management
Washington
$4.65M +$67.4K +371 +1%
ACM
177
Armbruster Capital Management
New York
$4.59M -$5.08M -27,950 -50%
1WM
178
1900 Wealth Management
Texas
$4.57M +$464K +2,555 +10%
BMM
179
Berkshire Money Management
Massachusetts
$4.4M -$2.29M -12,607 -32%
IB
180
Intrust Bank
Kansas
$4.35M -$37.3K -205 -0.8%
GT
181
Glenmede Trust
Pennsylvania
$4.22M +$71.8K +395 +2%
PIMG
182
Patriot Investment Management Group
Tennessee
$4.16M -$2.91K -16 -0.1%
AT
183
American Trust
Kentucky
$4.15M +$591K +3,250 +15%
GT
184
Glenview Trust
Kentucky
$4.13M
JP Morgan Chase
185
JP Morgan Chase
New York
$4.12M -$1.67M -9,164 -27%
JWA
186
JFS Wealth Advisors
Pennsylvania
$4.1M +$545 +3 +0%
IFS
187
Ifrah Financial Services
Arkansas
$4.09M +$18.4K +101 +0.4%
ML
188
Mayport LLC
Massachusetts
$4.06M
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$4.04M +$353K +1,942 +9%
JWCA
190
J.W. Cole Advisors
Florida
$4.03M +$120K +660 +3%
GVAG
191
Great Valley Advisor Group
Delaware
$3.97M -$5.27K -29 -0.1%
TYCC
192
Texas Yale Capital Corp
Florida
$3.96M +$909 +5 +0%
RWI
193
Red Wave Investments
Pennsylvania
$3.88M -$12.9K -71 -0.3%
AWS
194
Atria Wealth Solutions
New York
$3.87M +$550K +3,026 +15%
Vontobel Holding
195
Vontobel Holding
Switzerland
$3.85M +$4.28M +23,527 New
NA
196
NewEdge Advisors
Louisiana
$3.82M +$9.82K +54 +0.2%
AWM
197
Avior Wealth Management
Nebraska
$3.73M +$46.9K +258 +1%
ST
198
Smithfield Trust
Pennsylvania
$3.69M +$3.19M +17,547 +349%
CTC
199
Central Trust Company
Missouri
$3.69M -$97.8K -538 -2%
KCM
200
Kendall Capital Management
Maryland
$3.68M -$40.9K -225 -1%