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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Soundmark Wealth Management
Washington
$6.7M -$257K -1,125 -4%
AWS
202
Atria Wealth Solutions
New York
$6.64M +$680K +2,974 +12%
CHJWM
203
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.63M -$45.1K -197 -0.7%
CB
204
Commerce Bank
Missouri
$6.48M -$92.7K -405 -1%
G
205
Gainplan
Michigan
$6.37M +$256K +1,117 +4%
GT
206
Glenview Trust
Kentucky
$6.29M -$91.1K -398 -1%
CC
207
Callan Capital
California
$6.26M
ACM
208
Armbruster Capital Management
New York
$6.24M
AF
209
Apexium Financial
Texas
$6.2M
TYCC
210
Texas Yale Capital Corp
Florida
$6.17M +$1.14K +5 +0%
CFP
211
Cascade Financial Partners
California
$6.16M +$6.01M +26,260 New
CP
212
Capital Planning
Washington
$6.13M +$460K +2,011 +9%
SIG
213
Stonegate Investment Group
Alabama
$6.11M +$350K +1,531 +6%
SC
214
Soundwatch Capital
Connecticut
$6.09M +$1.32M +5,770 +29%
Natixis Advisors
215
Natixis Advisors
Massachusetts
$6.02M +$508K +2,219 +10%
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$5.94M +$10.1K +44 +0.1%
CGL
217
Clarius Group LLC
Washington
$5.93M +$1.14K +5 +0%
ST
218
Smithfield Trust
Pennsylvania
$5.92M +$67K +293 +1%
SFMG
219
Sage Financial Management Group
Virginia
$5.86M +$240K +1,050 +4%
AWM
220
Avior Wealth Management
Nebraska
$5.83M -$340K -1,487 -6%
LPAM
221
Lodestar Private Asset Management
California
$5.8M -$230K -1,005 -4%
FFA
222
Farther Finance Advisors
California
$5.78M -$12.8K -56 -0.2%
RWI
223
Red Wave Investments
Pennsylvania
$5.78M -$275K -1,204 -5%
KPWS
224
Kestra Private Wealth Services
Texas
$5.72M -$116K -506 -2%
NEWAS
225
N.E.W. Advisory Services
Wisconsin
$5.72M +$45.1K +197 +0.8%