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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
226
True Link Financial Advisors
California
$3.31M -$9.44K -44 -0.3%
IFG
227
Independent Financial Group
California
$3.22M -$384K -1,790 -11%
K
228
Kemper
Illinois
$3.2M -$2.36M -10,996 -43%
FA
229
FDx Advisors
Illinois
$3.2M +$2.33M +10,862 +301%
PFG
230
Pinnacle Financial Group
Illinois
$3.2M +$3.1M +14,462 New
LWA
231
LWS Wealth Advisors
New Jersey
$3.15M +$53.4K +249 +2%
Citigroup
232
Citigroup
New York
$3.1M +$116K +543 +4%
BAM
233
Belpointe Asset Management
Nevada
$3.08M -$46.7K -218 -2%
IFA
234
Interactive Financial Advisors
Illinois
$3.07M +$86.4K +403 +3%
VCM
235
Virtue Capital Management
Tennessee
$3.04M +$2.95M +13,770 New
EVM
236
Eaton Vance Management
Massachusetts
$3.01M +$293K +1,366 +11%
SC
237
SouthState Corp
Florida
$2.98M
PPP
238
Private Portfolio Partners
New Jersey
$2.96M -$53.6K -250 -2%
CP
239
Capital Planning
Washington
$2.9M -$429 -2 -0%
JWCA
240
J.W. Cole Advisors
Florida
$2.88M +$2.79M +13,019 New
LFP
241
Leeward Financial Partners
Washington
$2.87M +$2.79M +12,989 New
RFA
242
Radnor Financial Advisors
Pennsylvania
$2.85M -$138K -645 -5%
NFG
243
Next Financial Group
Texas
$2.83M -$98.4K -459 -3%
TDWM
244
Topel & Distasi Wealth Management
California
$2.82M +$2.74M +12,759 New
HWM
245
HB Wealth Management
Georgia
$2.81M +$2.73M +12,732 New
GC
246
Garde Capital
Washington
$2.75M +$17.2K +80 +0.6%
PFS
247
Prospera Financial Services
Texas
$2.73M +$169K +790 +7%
CWS
248
Cypress Wealth Services
California
$2.73M
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$2.69M +$1.62M +7,536 +163%
MG
250
Mather Group
Illinois
$2.62M +$324K +1,513 +15%