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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
176
Whitegate Investment Counselors
New Hampshire
$5.74M
AF
177
Allworth Financial
California
$5.71M +$151K +831 +3%
HWM
178
HB Wealth Management
Georgia
$5.68M -$22.2K -122 -0.4%
AT
179
American Trust
Kentucky
$5.65M +$364K +1,998 +7%
AWM
180
Avior Wealth Management
Nebraska
$5.61M -$258K -1,418 -5%
AF
181
Apexium Financial
Texas
$5.52M
SC
182
Soundwatch Capital
Connecticut
$5.44M +$3.9M +21,434 +279%
CPIG
183
Chicago Partners Investment Group
Illinois
$5.44M +$2.37K +13 +0%
Cerity Partners
184
Cerity Partners
New York
$5.43M -$338K -1,855 -6%
AWS
185
Atria Wealth Solutions
New York
$5.41M +$344K +1,892 +7%
PP
186
Prudential plc
United Kingdom
$5.34M -$677K -3,720 -12%
CHJWM
187
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.33M -$183K -1,005 -3%
MCM
188
MAI Capital Management
Ohio
$5.23M -$171K -939 -3%
TDWM
189
Topel & Distasi Wealth Management
California
$5.2M +$86.7K +476 +2%
IB
190
Intrust Bank
Kansas
$5.18M -$179K -984 -3%
ML
191
Mayport LLC
Massachusetts
$5.15M
NA
192
NewEdge Advisors
Louisiana
$5.15M -$5.41M -29,723 -52%
LFP
193
Leeward Financial Partners
Washington
$5.14M +$299K +1,641 +6%
KAS
194
Kestra Advisory Services
Texas
$5.13M -$861K -4,731 -15%
ACM
195
Armbruster Capital Management
New York
$5.06M -$20K -110 -0.4%
SWM
196
Soundmark Wealth Management
Washington
$5.05M +$35.9K +197 +0.7%
GT
197
Glenview Trust
Kentucky
$4.97M -$126K -694 -3%
BMM
198
Berkshire Money Management
Massachusetts
$4.97M -$604K -3,316 -11%
NEWAS
199
N.E.W. Advisory Services
Wisconsin
$4.94M +$331K +1,816 +7%
LPAM
200
Lodestar Private Asset Management
California
$4.91M -$346K -1,901 -7%