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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDB
326
Lee, Danner & Bass
Tennessee
$978K +$12.7K +70 +1%
MG
327
McCutchen Group
Washington
$973K +$3.08K +17 +0.3%
DC
328
Davenport & Co
Virginia
$971K
EA
329
Efficient Advisors
Ohio
$959K -$93.7K -517 -9%
CGL
330
Clarius Group LLC
Washington
$955K +$906 +5 +0.1%
OC
331
Oakworth Capital
Alabama
$954K
BCP
332
Berkeley Capital Partners
Georgia
$944K -$108K -595 -10%
ICP
333
Interchange Capital Partners
Pennsylvania
$933K -$227K -1,253 -20%
AAS
334
Avantax Advisory Services
Texas
$925K +$104K +574 +13%
KL
335
KWMG LLC
Kansas
$912K -$40.6K -224 -4%
IFG
336
Investors Financial Group
Minnesota
$911K -$173K -955 -16%
RC
337
Roundview Capital
New Jersey
$909K
UAS
338
United Asset Strategies
New York
$908K -$73.8K -407 -8%
PFG
339
Pacific Financial Group
Washington
$906K -$132K -729 -13%
HWM
340
Howard Wealth Management
Connecticut
$904K +$276K +1,521 +45%
BOPW
341
Brandywine Oak Private Wealth
Pennsylvania
$887K
GD
342
Grandfield & Dodd
New York
$880K +$7.25K +40 +0.8%
AFS
343
Annapolis Financial Services
Maryland
$867K +$181 +1 +0%
DJYG
344
David J. Yvars Group
Florida
$858K -$24.3K -134 -3%
HR
345
Hardy Reed
Mississippi
$852K
RB
346
Renasant Bank
Mississippi
$852K
SW
347
SVB Wealth
Massachusetts
$846K +$183K +1,009 +28%
HI
348
Harbour Investments
Wisconsin
$844K +$825K +4,552 New
PWA
349
Physician Wealth Advisors
Utah
$843K
Brown Advisory
350
Brown Advisory
Maryland
$840K +$36.2K +200 +5%