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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
401
Oxford Financial Group
Indiana
$1.89M
DWP
402
Daymark Wealth Partners
Ohio
$1.88M -$449K -1,658 -18%
DC
403
Davenport & Co
Virginia
$1.87M -$81K -299 -4%
EIG
404
Ellenbecker Investment Group
Wisconsin
$1.86M -$98.1K -362 -5%
PS
405
Principal Securities
Iowa
$1.85M
SAM
406
Sequent Asset Management
Texas
$1.83M
GCP
407
Gill Capital Partners
Colorado
$1.83M -$40.1K -148 -2%
GPWA
408
Great Point Wealth Advisors
Massachusetts
$1.83M
SW
409
Simplicity Wealth
New Jersey
$1.82M +$1.92M +7,089 New
ANTB
410
AMG National Trust Bank
Colorado
$1.82M
CIA
411
Concurrent Investment Advisors
Florida
$1.81M +$1.5M +5,545 +366%
TPCW
412
TD Private Client Wealth
New York
$1.8M +$335K +1,235 +21%
SAI
413
Savvy Advisors Inc
New York
$1.78M +$970K +3,580 +107%
AF
414
Advisornet Financial
Minnesota
$1.78M +$518K +1,912 +38%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$1.78M +$757K +2,793 +68%
Empower Advisory Group
416
Empower Advisory Group
Colorado
$1.77M +$98.6K +364 +6%
NFG
417
Nations Financial Group
Iowa
$1.76M -$14.1K -52 -0.8%
UW
418
Unique Wealth
Florida
$1.75M +$1.85M +6,823 New
JIC
419
Joel Isaacson & Co
New York
$1.75M +$271 +1 +0%
CWS
420
Cypress Wealth Services
California
$1.75M +$240K +885 +15%
SAM
421
S.A. Mason
Michigan
$1.75M +$7.86K +29 +0.4%
LPP
422
Life Planning Partners
Florida
$1.73M +$68.8K +254 +4%
HP
423
Holistic Planning
Texas
$1.73M -$37.6K -139 -2%
MWPCG
424
Measured Wealth Private Client Group
New Hampshire
$1.73M
SWP
425
Sagespring Wealth Partners
Tennessee
$1.71M +$1.31M +4,842 +268%