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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
326
PDS Planning
Ohio
$1.71M -$113K -623 -6%
YIA
327
YHB Investment Advisors
Connecticut
$1.7M -$910 -5 -0.1%
CPFP
328
Clear Perspectives Financial Planning
Ohio
$1.69M -$169K -930 -9%
BC
329
Bartlett & Co
Ohio
$1.69M -$143K -783 -8%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$1.69M -$143K -783 -8%
FPTW
331
Franklin, Parlapiano, Turner & Welch
Texas
$1.68M
NFG
332
Nations Financial Group
Iowa
$1.68M -$22.4K -123 -1%
GPI
333
General Partner Inc
Pennsylvania
$1.68M
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$1.61M -$910 -5 -0.1%
FFG
335
Fortem Financial Group
California
$1.58M
EAM
336
Evanson Asset Management
California
$1.55M +$4.55K +25 +0.3%
GPWA
337
Great Point Wealth Advisors
Massachusetts
$1.55M
SSW
338
Stone Summit Wealth
Florida
$1.55M
M&T Bank
339
M&T Bank
New York
$1.53M -$2.73K -15 -0.2%
MFA
340
McClarren Financial Advisors
Pennsylvania
$1.53M +$129K +711 +10%
ACA
341
Aptus Capital Advisors
Alabama
$1.51M +$795K +4,367 +117%
RRA
342
Round Rock Advisors
Connecticut
$1.51M -$68.5K -376 -4%
CIAS
343
Capital Investment Advisory Services
North Carolina
$1.49M -$10K -55 -0.7%
PCM
344
Parsons Capital Management
Rhode Island
$1.48M +$269K +1,480 +23%
FMC
345
First Merchants Corp
Indiana
$1.48M -$67K -368 -4%
Brown Advisory
346
Brown Advisory
Maryland
$1.47M -$313K -1,718 -18%
AAS
347
Avantax Advisory Services
Texas
$1.44M +$114K +625 +9%
BTW
348
Boston Trust Walden
Massachusetts
$1.43M
MWPCG
349
Measured Wealth Private Client Group
New Hampshire
$1.43M
CBFP
350
Cedar Brook Financial Partners
Ohio
$1.4M +$182 +1 +0%