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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
476
TFC Financial Management
Massachusetts
$687K
GIA
477
Gladstone Institutional Advisory
Florida
$687K +$153K +745 +29%
MFT
478
Moisand Fitzgerald Tamayo
Florida
$684K -$160K -781 -19%
PO
479
Private Ocean
California
$682K
CMP
480
Courage Miller Partners
Virginia
$678K -$15.8K -77 -2%
BWP
481
BSW Wealth Partners
Colorado
$678K
MCC
482
Money Concepts Capital
Florida
$667K +$657K +3,197 New
LC
483
Lindbrook Capital
California
$666K
WA
484
Wealthstream Advisors
New York
$644K +$2.05K +10 +0.3%
SC
485
Slow Capital
California
$641K -$66.5K -324 -10%
PWM
486
Perigon Wealth Management
California
$639K
WPC
487
Wedmont Private Capital
Pennsylvania
$637K +$233K +1,136 +60%
BA
488
Bellwether Advisors
Nebraska
$636K -$49.5K -241 -7%
DIP
489
DT Investment Partners
Pennsylvania
$632K +$15K +73 +2%
CM
490
Cornerstone Management
Georgia
$624K -$56.5K -275 -8%
CCA
491
Cobblestone Capital Advisors
New York
$619K -$53.6K -261 -8%
SIM
492
Stratos Investment Management
Ohio
$617K +$2.05K +10 +0.3%
First Manhattan
493
First Manhattan
New York
$615K +$39.6K +193 +7%
E
494
ETFidea
New York
$610K
MWP
495
Madison Wealth Partners
Wisconsin
$610K +$84.2K +410 +16%
FLPIM
496
F.L. Putnam Investment Management
Massachusetts
$606K
AWM
497
Apollon Wealth Management
South Carolina
$598K +$21.2K +103 +4%
DC
498
Davenport & Co
Virginia
$590K -$100K -487 -15%
ZF
499
Zhang Financial
Michigan
$586K +$27.9K +136 +5%
SPIA
500
Steward Partners Investment Advisory
New York
$583K +$23.8K +116 +4%