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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$4.37M +$275K +1,283 +7%
KAS
202
Kestra Advisory Services
Texas
$4.3M -$369K -1,722 -8%
AFP
203
Ausdal Financial Partners
Iowa
$4.26M -$141K -656 -3%
GVAG
204
Great Valley Advisor Group
Delaware
$4.26M -$62.6K -292 -1%
B
205
Bridgeworth
Alabama
$4.23M
OCM
206
Objective Capital Management
Ohio
$4.15M +$4.03M +18,794 New
CCMD
207
Cypress Capital Management (Delaware)
Delaware
$4.09M -$456K -2,127 -10%
MWM
208
Marietta Wealth Management
Georgia
$4.08M -$122K -568 -3%
GCA
209
Gradient Capital Advisors
California
$4.01M -$24.7K -115 -0.6%
AWM
210
Atticus Wealth Management
Florida
$3.85M +$193K +902 +5%
IRC
211
Investors Research Corp
Georgia
$3.84M +$950K +4,432 +34%
PAS
212
Park Avenue Securities
New York
$3.81M +$460K +2,146 +14%
NEAM
213
New England Asset Management
Connecticut
$3.79M
Allspring Global Investments
214
Allspring Global Investments
North Carolina
$3.78M +$3.67M +17,100 New
FCG
215
Financial Connections Group
California
$3.75M +$3.64M +16,982 New
MFW
216
Mosaic Family Wealth
Missouri
$3.74M -$437K -2,039 -11%
IA
217
IFG Advisory
Georgia
$3.7M -$73.1K -341 -2%
IWC
218
Integrated Wealth Concepts
Massachusetts
$3.7M +$52.8K +246 +1%
PP
219
PrairieView Partners
Minnesota
$3.66M -$44.2K -206 -1%
EWA
220
EP Wealth Advisors
California
$3.59M +$1.7M +7,924 +95%
MC
221
Mathes Company
New York
$3.54M
WFA
222
Wells Financial Advisors
Massachusetts
$3.48M -$3.22K -15 -0.1%
AWM
223
Abound Wealth Management
Tennessee
$3.4M +$3.3M +15,399 New
OCM
224
One Capital Management
California
$3.38M -$5.15K -24 -0.2%
AIS
225
American Investment Services
Massachusetts
$3.33M +$15K +70 +0.5%