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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Beaumont Financial Advisors
Massachusetts
$2.54M +$72.5K +317 +3%
AL
327
Aspiriant LLC
California
$2.53M +$1.37K +6 +0.1%
OWP
328
Obermeyer Wealth Partners
Colorado
$2.52M
RC
329
Roundview Capital
New Jersey
$2.5M +$827K +3,614 +53%
CCWA
330
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M -$49.9K -218 -2%
PCM
331
Parsons Capital Management
Rhode Island
$2.49M +$188K +820 +9%
HF
332
HRT Financial
New York
$2.48M +$28.1K +123 +1%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$2.48M -$566K -2,475 -19%
BF
334
Blankinship & Foster
California
$2.47M +$458 +2 +0%
KBFS
335
Kohmann Bosshard Financial Services
Ohio
$2.45M
SFC
336
Strategic Financial Concepts
Texas
$2.4M +$2.29M +10,029 New
GJIA
337
Glass Jacobson Investment Advisors
Maryland
$2.39M +$171K +749 +8%
MFA
338
McClarren Financial Advisors
Pennsylvania
$2.38M +$6.63K +29 +0.3%
AIMC
339
Alley Investment Management Company
Illinois
$2.38M
Neuberger Berman Group
340
Neuberger Berman Group
New York
$2.34M -$2.23M -9,739 -50%
FA
341
Financial Alternatives
California
$2.33M
MSWMA
342
Market Street Wealth Management Advisors
Indiana
$2.33M -$73K -319 -3%
SFA
343
Sequoia Financial Advisors
Ohio
$2.33M +$686 +3 +0%
BFA
344
Bluestem Financial Advisors
Illinois
$2.31M +$6.41K +28 +0.3%
JWCA
345
J.W. Cole Advisors
Florida
$2.28M +$80.1K +350 +4%
SSI
346
Scott & Selber Inc
Texas
$2.28M +$3.89K +17 +0.2%
FAIM
347
Financial Advocates Investment Management
Washington
$2.26M +$2.01M +8,775 New
WWM
348
Wiser Wealth Management
Georgia
$2.26M -$1.14K -5 -0.1%
FFM
349
Forum Financial Management
Illinois
$2.23M -$49K -214 -2%
BCWM
350
Bartlett & Co Wealth Management
Ohio
$2.22M +$19.4K +85 +0.9%