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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
426
Mosaic Family Wealth Partners
Missouri
$1.29M
BFG
427
Berger Financial Group
Minnesota
$1.28M
BLC
428
Brown, Lisle/Cummings
Rhode Island
$1.28M
VCM
429
Versant Capital Management
Arizona
$1.28M +$204 +1 +0%
CAM
430
Clark Asset Management
New Hampshire
$1.28M
TFGT
431
TS Financial Group (TSFG)
Illinois
$1.26M +$1.43K +7 +0.1%
CFFP
432
Center for Financial Planning
Michigan
$1.26M +$613 +3 +0.1%
PCA
433
Prosperity Capital Advisors
Ohio
$1.26M -$163K -797 -12%
TNB
434
Thomasville National Bank
Georgia
$1.25M
AF
435
Alerus Financial
North Dakota
$1.24M
PL
436
Plancorp LLC
Missouri
$1.24M
CG
437
Caprock Group
Idaho
$1.24M -$282K -1,381 -20%
HP
438
Holistic Planning
Texas
$1.23M +$1.15M +5,650 New
MAM
439
Mystic Asset Management
Rhode Island
$1.23M +$117K +572 +11%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$39.9K +195 +4%
CMAI
441
Capital Management Associates Inc
Minnesota
$1.22M +$1.14M +5,581 New
RBFC
442
Roman Butler Fullerton & Co
Missouri
$1.2M +$204 +1 +0%
ACA
443
Anchor Capital Advisors
Massachusetts
$1.19M -$64.4K -315 -5%
RA
444
Rodgers & Associates
Pennsylvania
$1.18M
R
445
Rebalance
California
$1.18M
SFG
446
Seamount Financial Group
Colorado
$1.18M +$1.1M +5,397 New
SWM
447
SeaCrest Wealth Management
New York
$1.17M -$61.3K -300 -5%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.15M -$20.2K -99 -2%
SCA
449
Snowden Capital Advisors
New York
$1.15M +$613 +3 +0.1%
ASN
450
Advisory Services Network
Georgia
$1.15M +$21.3K +104 +2%