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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
326
Lake Street Advisors Group
New Hampshire
$3.12M +$11.1K +41 +0.4%
GJIA
327
Glass Jacobson Investment Advisors
Maryland
$3.12M +$159K +585 +5%
HI
328
Human Investing
Oregon
$3.12M -$326K -1,202 -9%
CAS
329
Coppell Advisory Solutions
Texas
$3.11M -$58.8K -217 -2%
KBFS
330
Kohmann Bosshard Financial Services
Ohio
$3.11M +$41.2K +152 +1%
FFG
331
Fortem Financial Group
California
$3.09M +$16.3K +60 +0.5%
NAMP
332
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.09M +$17.6K +65 +0.6%
PFS
333
Prospera Financial Services
Texas
$3.07M -$65.3K -241 -2%
KWM
334
Kingsview Wealth Management
Oregon
$2.98M +$747K +2,756 +33%
AAS
335
Avantax Advisory Services
Texas
$2.97M +$64.2K +237 +2%
MC
336
Mathes Company
New York
$2.96M -$677K -2,500 -19%
AL
337
Aspiriant LLC
California
$2.92M +$2.98K +11 +0.1%
CFIA
338
Cantor Fitzgerald Investment Advisors
New York
$2.9M +$35.2K +130 +1%
SC
339
Savant Capital
Illinois
$2.89M -$63.7K -235 -2%
BFO
340
Boston Family Office
Massachusetts
$2.89M +$4.88K +18 +0.2%
BFA
341
Beaumont Financial Advisors
Massachusetts
$2.84M -$26.8K -99 -0.9%
AWMS
342
Advocacy Wealth Management Services
Georgia
$2.84M
OWP
343
Obermeyer Wealth Partners
Colorado
$2.83M
PFG
344
Pinnacle Financial Group
Illinois
$2.81M -$325K -1,199 -10%
CCWA
345
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.8M
FAG
346
Fortitude Advisory Group
Washington
$2.77M +$50.9K +188 +2%
CPA
347
Cardiff Park Advisors
California
$2.77M -$141K -519 -5%
BF
348
Blankinship & Foster
California
$2.77M -$4.06K -15 -0.1%
ML
349
McAdam LLC
Pennsylvania
$2.77M -$1.21M -4,479 -30%
SC
350
Sapient Capital
Indiana
$2.75M +$2.77M +10,210 New