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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
426
Davenport & Co
Virginia
$2.29M +$14.8K +50 +0.7%
WA
427
WBH Advisory
Maryland
$2.29M +$1.18K +4 +0.1%
OFG
428
Oxford Financial Group
Indiana
$2.26M
RL
429
Retireful LLC
Michigan
$2.24M +$2.16M +7,284 New
SW
430
Simplicity Wealth
New Jersey
$2.24M +$2.16M +7,281 New
SFC
431
Strategic Financial Concepts
Texas
$2.23M
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$2.2M +$334K +1,127 +19%
WA
433
Waverly Advisors
Alabama
$2.2M -$158K -533 -7%
SAM
434
Sequent Asset Management
Texas
$2.19M
JIC
435
Joel Isaacson & Co
New York
$2.19M +$90.6K +306 +4%
SMA
436
Sage Mountain Advisors
Georgia
$2.19M +$1.42M +4,791 +206%
GPWA
437
Great Point Wealth Advisors
Massachusetts
$2.19M +$2.11M +7,110 New
CPRC
438
Consolidated Portfolio Review Corp
New York
$2.18M +$1.03M +3,495 +97%
AF
439
Advisornet Financial
Minnesota
$2.17M +$1.48K +5 +0.1%
SEIA
440
Signature Estate & Investment Advisors
California
$2.17M +$92.7K +313 +5%
SEI Investments
441
SEI Investments
Pennsylvania
$2.16M +$169K +570 +9%
NFG
442
Nations Financial Group
Iowa
$2.14M +$31.1K +105 +2%
HP
443
Holistic Planning
Texas
$2.09M -$52.4K -177 -3%
EIG
444
Ellenbecker Investment Group
Wisconsin
$2.08M -$115K -389 -5%
SAM
445
S.A. Mason
Michigan
$2.07M +$1.78K +6 +0.1%
ASN
446
Advisory Services Network
Georgia
$2.06M +$90.9K +307 +5%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$2.04M +$8K +27 +0.4%
AIM
448
Athena Investment Management
California
$2.03M +$611K +2,064 +46%
SSI
449
Scott & Selber Inc
Texas
$2.03M +$5.33K +18 +0.3%
SWM
450
SeaCrest Wealth Management
New York
$2.02M -$214K -724 -10%