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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
426
Independent Financial Group
California
$2.47M -$68.2K -218 -3%
HTWM
427
Hartmann Taylor Wealth Management
Texas
$2.38M -$38.8K -124 -2%
BRIA
428
Balanced Rock Investment Advisors
Massachusetts
$2.38M +$62K +198 +3%
Waverly Advisors
429
Waverly Advisors
Alabama
$2.37M -$15.6K -50 -0.6%
GW&K Investment Management
430
GW&K Investment Management
Massachusetts
$2.35M – – –
Jane Street
431
Jane Street
New York
$2.35M +$2.46M +7,851 New
SHGA
432
Sand Hill Global Advisors
California
$2.31M – – –
SSW
433
Stone Summit Wealth
Florida
$2.3M -$939 -3 -0%
MSWMA
434
Market Street Wealth Management Advisors
Indiana
$2.3M -$56.9K -182 -2%
London & Capital Asset Management
435
London & Capital Asset Management
United Kingdom
$2.29M – – –
Boston Trust Walden
436
Boston Trust Walden
Massachusetts
$2.28M – – –
Focus Partners Advisor Solutions
437
Focus Partners Advisor Solutions
Missouri
$2.26M -$50.7K -162 -2%
LWL
438
Leo Wealth LLC
Texas
$2.24M +$158K +504 +7%
HWM
439
Howard Wealth Management
Connecticut
$2.24M -$74.2K -237 -3%
HP
440
Holistic Planning
Texas
$2.22M -$401K -1,283 -15%
RPGK
441
Retirement Planning Group (Kansas)
Kansas
$2.22M +$2.32M +7,416 New
NS
442
NBC Securities
Alabama
$2.2M -$85.7K -274 -4%
NFG
443
Nations Financial Group
Iowa
$2.2M +$112K +358 +5%
OFG
444
Oxford Financial Group
Indiana
$2.2M – – –
BWP
445
Burling Wealth Partners
Illinois
$2.19M +$1.22M +3,905 +114%
SEI Investments
446
SEI Investments
Pennsylvania
$2.19M +$61.6K +197 +3%
AWA
447
Argos Wealth Advisors
California
$2.17M – – –
SFC
448
Strategic Financial Concepts
Texas
$2.17M +$2.26M +7,228 New
JIC
449
Joel Isaacson & Co
New York
$2.16M +$82.3K +263 +4%
Simplicity Wealth
450
Simplicity Wealth
New Jersey
$2.15M +$77.3K +247 +4%