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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
326
Cardiff Park Advisors
California
$2.69M -$803K -3,344 -24%
FAG
327
Fortitude Advisory Group
Washington
$2.68M -$21.9K -91 -0.8%
BFA
328
Beaumont Financial Advisors
Massachusetts
$2.67M +$24K +100 +0.9%
GJIA
329
Glass Jacobson Investment Advisors
Maryland
$2.67M +$171K +711 +7%
BFO
330
Boston Family Office
Massachusetts
$2.66M -$28.1K -117 -1%
AWMS
331
Advocacy Wealth Management Services
Georgia
$2.64M -$267K -1,112 -10%
AL
332
Aspiriant LLC
California
$2.64M
SC
333
Savant Capital
Illinois
$2.63M +$1.61M +6,704 +174%
PCM
334
Parsons Capital Management
Rhode Island
$2.63M +$40.8K +170 +2%
CFIA
335
Cantor Fitzgerald Investment Advisors
New York
$2.63M -$240K -1,000 -9%
OWP
336
Obermeyer Wealth Partners
Colorado
$2.62M
CCWA
337
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M
BF
338
Blankinship & Foster
California
$2.57M
JWCA
339
J.W. Cole Advisors
Florida
$2.56M +$174K +726 +8%
AIMC
340
Alley Investment Management Company
Illinois
$2.47M
Neuberger Berman Group
341
Neuberger Berman Group
New York
$2.43M
FA
342
Financial Alternatives
California
$2.43M
MSWMA
343
Market Street Wealth Management Advisors
Indiana
$2.43M
SFA
344
Sequoia Financial Advisors
Ohio
$2.41M -$12.7K -53 -0.5%
MFA
345
McClarren Financial Advisors
Pennsylvania
$2.4M -$1.72M -7,180 -72%
IFG
346
Independent Financial Group
California
$2.39M -$474K -1,975 -17%
LA
347
Legacy Advisors
Pennsylvania
$2.36M +$791K +3,293 +54%
FFS
348
Founders Financial Securities
Maryland
$2.36M +$351K +1,461 +18%
WWM
349
Wiser Wealth Management
Georgia
$2.35M
RFM
350
Royal Fund Management
Florida
$2.33M -$12.2M -50,675 -85%