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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
426
Delta Financial Advisors
Louisiana
$355K -$11.7K -76 -3%
CCA
427
Conservest Capital Advisors
Pennsylvania
$354K
FSWA
428
Financial Synergies Wealth Advisors
Texas
$349K -$291K -1,887 -46%
HPC
429
HM Payson & Co
Maine
$348K
HFRG
430
Houlihan Financial Resource Group
Virginia
$348K +$323K +2,094 New
SC
431
Schoolcraft Capital
Colorado
$348K -$61.4K -398 -15%
VNA
432
Valley National Advisers
Pennsylvania
$347K +$1.39K +9 +0.4%
PP
433
Palladium Partners
Virginia
$343K +$14K +91 +4%
SC
434
Savant Capital
Illinois
$342K
BBHC
435
Brown Brothers Harriman & Co
New York
$339K +$59.2K +384 +22%
GLLW
436
Graves Light Lenhart Wealth
Virginia
$338K -$1.7K -11 -0.5%
DWM
437
Doyle Wealth Management
Florida
$337K +$771 +5 +0.2%
CA
438
Cetera Advisors
Colorado
$334K +$60.7K +394 +23%
QAM
439
QCI Asset Management
New York
$329K
WA
440
WBH Advisory
Maryland
$328K -$29.4K -191 -8%
MWM
441
Merriman Wealth Management
Washington
$325K +$8.48K +55 +3%
SJL
442
Shayne & Jacobs LLC
Tennessee
$324K
VR
443
Viridian RIA
Washington
$322K -$3.39K -22 -1%
EWA
444
EP Wealth Advisors
California
$321K +$316K +2,049 New
SI
445
Stephens Inc
Arkansas
$320K -$154 -1 -0%
SWM
446
SeaCrest Wealth Management
New York
$318K
RIM
447
Rockbridge Investment Management
New York
$316K -$52.3K -339 -14%
JAFL
448
Jay A. Fishman Ltd
Michigan
$313K
AIA
449
Avalon Investment & Advisory
Texas
$313K
MWM
450
Meridian Wealth Management
Kentucky
$313K +$309K +2,004 New