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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CJ
376
Caitlin John
Michigan
$3.39M -$540K -1,729 -14%
OWP
377
Obermeyer Wealth Partners
Colorado
$3.32M +$14.4K +46 +0.4%
GRP
378
Global Retirement Partners
California
$3.31M +$363K +1,162 +12%
NAMP
379
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.31M -$3.12K -10 -0.1%
CCWA
380
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.27M – – –
CPA
381
Cardiff Park Advisors
California
$3.25M +$5.62K +18 +0.2%
CFIA
382
Cantor Fitzgerald Investment Advisors
New York
$3.23M -$143K -459 -4%
ATPW
383
Ashton Thomas Private Wealth
Arizona
$3.21M -$20K -64 -0.6%
PS
384
Principal Securities
Iowa
$3.18M -$69.6K -223 -2%
KF
385
Krilogy Financial
Missouri
$3.17M +$68.4K +219 +2%
BBHC
386
Brown Brothers Harriman & Co
New York
$3.14M – – –
AWP
387
Astra Wealth Partners
New Jersey
$3.13M -$62.8K -201 -2%
AIMC
388
Alley Investment Management Company
Illinois
$3.06M – – –
FA
389
Financial Alternatives
California
$3.06M – – –
WMA
390
William Mack & Associates
Michigan
$3.06M +$3.12K +10 +0.1%
SWM
391
Sculati Wealth Management
Michigan
$3.04M -$1.34M -4,277 -31%
FCH
392
Freestone Capital Holdings
Washington
$3.04M -$40.6K -130 -1%
CST
393
Charles Schwab Trust
Nevada
$3.02M – – –
CIA
394
Concurrent Investment Advisors
Florida
$3.01M +$69.6K +223 +2%
Neuberger Berman Group
395
Neuberger Berman Group
New York
$2.99M -$142K -454 -5%
FPFC
396
Financial Planning Fort Collins
Colorado
$2.97M +$2.95M +9,435 New
GJIA
397
Glass Jacobson Investment Advisors
Maryland
$2.97M -$519K -1,661 -15%
Bessemer Group
398
Bessemer Group
New Jersey
$2.97M – – –
SPIA
399
Steward Partners Investment Advisory
New York
$2.96M +$2.5K +8 +0.1%
MFP
400
Meramec Financial Planners
Missouri
$2.92M +$2.87M +9,183 New