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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSA
351
Jim Saulnier & Associates
Colorado
$4.26M +$3.87M +11,604 +1,469%
IFA
352
Interactive Financial Advisors
Illinois
$4.26M +$340K +1,018 +8%
ZF
353
Zhang Financial
Michigan
$4.19M +$32.7K +98 +0.8%
Envestnet Portfolio Solutions
354
Envestnet Portfolio Solutions
Illinois
$4.19M +$373K +1,118 +10%
RC
355
Roundview Capital
New Jersey
$4.18M -$54.4K -163 -1%
SF
356
SWP Financial
California
$4.17M -$200K -600 -5%
CIA
357
Concurrent Investment Advisors
Florida
$4.16M +$847K +2,538 +27%
PIAS
358
PCA Investment Advisory Services
Ohio
$4.16M +$171K +513 +4%
BFA
359
Beaumont Financial Advisors
Massachusetts
$4.15M -$22.4K -67 -0.6%
BFA
360
Bragg Financial Advisors
North Carolina
$4.14M -$101K -302 -2%
KLI
361
Kelman-Lazarov Inc
Tennessee
$4.12M +$53.4K +160 +1%
CSF
362
Capital Squared Financial
Maryland
$4.1M -$16K -48 -0.4%
FA
363
Fiducient Advisors
Illinois
$4.08M – – –
RFM
364
Royal Fund Management
Florida
$4.08M -$87.4K -262 -2%
SC
365
Sapient Capital
Indiana
$4.06M -$62K -186 -2%
LA
366
Lifeworks Advisors
Michigan
$4.04M +$908K +2,722 +30%
AWM
367
Atticus Wealth Management
Florida
$4.03M -$15K -45 -0.4%
WSFS
368
Wilmington Savings Fund Society
Delaware
$4.01M -$19K -57 -0.5%
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$3.99M +$1.1M +3,295 +40%
FFG
370
Fortem Financial Group
California
$3.97M +$147K +440 +4%
CAS
371
Coppell Advisory Solutions
Texas
$3.94M +$7.55M +22,639 New
FA
372
FC Advisory
Pennsylvania
$3.9M +$201K +603 +6%
SC
373
SouthState Corp
Florida
$3.89M – – –
PCM
374
Parsons Capital Management
Rhode Island
$3.88M -$26K -78 -0.7%
ATI
375
ARK & TLK Investments
Oklahoma
$3.87M -$47.4K -142 -1%