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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
Morton Capital Management
California
$861K
GF
427
Gries Financial
Ohio
$853K
RFA
428
RTD Financial Advisors
Pennsylvania
$852K +$185K +902 +28%
DAS
429
Dynamic Advisor Solutions
Arizona
$848K +$75.4K +367 +10%
CPA
430
Cardiff Park Advisors
California
$846K +$1.64K +8 +0.2%
PWA
431
Physician Wealth Advisors
Utah
$843K -$31.6K -154 -3%
DAC
432
Dividend Assets Capital
South Carolina
$834K -$425K -2,069 -34%
PSUF
433
People's United Financial
Connecticut
$832K +$819K +3,989 New
AMM
434
American Money Management
California
$827K +$1.03K +5 +0.1%
MFA
435
Mayflower Financial Advisors
Massachusetts
$825K +$812K +3,955 New
SL
436
Salomon & Ludwin
Virginia
$820K
FWP
437
FAS Wealth Partners
Kansas
$817K -$33.5K -163 -4%
EA
438
Eudaimonia Advisors
Tennessee
$817K +$65.5K +319 +9%
CF
439
Centaurus Financial
California
$815K -$55.5K -270 -6%
GA
440
GFS Advisors
Texas
$813K
SWM
441
SeaCrest Wealth Management
New York
$811K +$56.3K +274 +8%
KWM
442
Kingsview Wealth Management
Oregon
$803K +$35.3K +172 +5%
ACM
443
Advisors Capital Management
New Jersey
$788K -$19.9K -97 -3%
RDWM
444
Red Door Wealth Management
Tennessee
$781K -$137K -666 -15%
FWCM
445
Ferguson Wellman Capital Management
Oregon
$780K
SHGA
446
Sand Hill Global Advisors
California
$769K
WFAG
447
Wescott Financial Advisory Group
Pennsylvania
$769K +$758K +3,688 New
Bessemer Group
448
Bessemer Group
New Jersey
$767K -$94.1K -458 -11%
GWS
449
Glassman Wealth Services
Virginia
$764K
ML
450
Mayport LLC
Massachusetts
$761K