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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$580K -$5.48K -39 -0.8%
BDF
302
Balasa Dinverno & Foltz
$579K
OCM
303
One Capital Management
California
$566K +$56.2K +400 +9%
EVM
304
Eaton Vance Management
Massachusetts
$563K +$5.2K +37 +0.8%
KWM
305
Kingsview Wealth Management
Oregon
$560K +$29.5K +210 +5%
GD
306
Grandfield & Dodd
New York
$554K -$98.3K -700 -13%
NNP
307
Nachman Norwood & Parrott
South Carolina
$551K
BWP
308
Bernardo Wealth Planning
Pennsylvania
$542K -$27.3K -194 -4%
AWM
309
AE Wealth Management
Kansas
$539K +$236K +1,682 +59%
CMBA
310
C.M. Bidwell & Associates
Hawaii
$538K -$119K -845 -16%
FHA
311
Flagship Harbor Advisors
Massachusetts
$536K +$18.3K +130 +3%
ACP
312
Ashfield Capital Partners
California
$535K
MFG
313
Merit Financial Group
Georgia
$530K -$118K -840 -16%
GWS
314
Glassman Wealth Services
Virginia
$530K +$140 +1 +0%
NCM
315
Next Capital Management
New York
$525K
APSP
316
Asset Planning Services (Pennsylvania)
Pennsylvania
$521K +$3.23K +23 +0.5%
RC
317
Roundview Capital
New Jersey
$521K +$619K +4,403 New
MFT
318
Moisand Fitzgerald Tamayo
Florida
$520K -$983 -7 -0.2%
DC
319
Davenport & Co
Virginia
$519K +$35.1K +250 +6%
SCA
320
Snowden Capital Advisors
New York
$517K -$810K -5,766 -57%
Brown Advisory
321
Brown Advisory
Maryland
$513K +$608K +4,329 New
IF
322
Ironwood Financial
Arizona
$506K -$1.81M -12,889 -75%
Bessemer Group
323
Bessemer Group
New Jersey
$503K +$429K +3,050 +254%
MWM
324
Modera Wealth Management
New Jersey
$498K -$154K -1,093 -21%
ASN
325
Advisory Services Network
Georgia
$498K +$7.59K +54 +1%