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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
351
Interactive Financial Advisors
Illinois
$4.26M +$340K +1,018 +8%
ZF
352
Zhang Financial
Michigan
$4.19M +$32.7K +98 +0.8%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$4.19M +$373K +1,118 +10%
RC
354
Roundview Capital
New Jersey
$4.18M -$54.4K -163 -1%
SF
355
SWP Financial
California
$4.17M -$200K -600 -5%
CIA
356
Concurrent Investment Advisors
Florida
$4.16M +$847K +2,538 +27%
PIAS
357
PCA Investment Advisory Services
Ohio
$4.16M +$171K +513 +4%
BFA
358
Beaumont Financial Advisors
Massachusetts
$4.15M -$22.4K -67 -0.6%
BFA
359
Bragg Financial Advisors
North Carolina
$4.14M -$101K -302 -2%
KLI
360
Kelman-Lazarov Inc
Tennessee
$4.12M +$53.4K +160 +1%
CSF
361
Capital Squared Financial
Maryland
$4.1M -$16K -48 -0.4%
FA
362
Fiducient Advisors
Illinois
$4.08M
RFM
363
Royal Fund Management
Florida
$4.08M -$87.4K -262 -2%
SC
364
Sapient Capital
Indiana
$4.06M -$62K -186 -2%
LA
365
Lifeworks Advisors
Michigan
$4.04M +$908K +2,722 +30%
AWM
366
Atticus Wealth Management
Florida
$4.03M -$15K -45 -0.4%
WSFS
367
Wilmington Savings Fund Society
Delaware
$4.01M -$19K -57 -0.5%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$3.99M +$1.1M +3,295 +40%
FFG
369
Fortem Financial Group
California
$3.97M +$147K +440 +4%
CAS
370
Coppell Advisory Solutions
Texas
$3.94M +$7.55M +22,639 New
FA
371
FC Advisory
Pennsylvania
$3.9M +$201K +603 +6%
SC
372
SouthState Corp
Florida
$3.89M
PCM
373
Parsons Capital Management
Rhode Island
$3.88M -$26K -78 -0.7%
ATI
374
ARK & TLK Investments
Oklahoma
$3.87M -$47.4K -142 -1%
SF
375
Summit Financial
New Jersey
$3.85M +$134K +401 +4%