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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
526
Retirement Planning Company of New England
Rhode Island
$536K +$521K +2,428 New
GA
527
Greenspring Advisors
Maryland
$532K +$516K +2,406 New
BFS
528
Beacon Financial Strategies
North Carolina
$529K +$43.1K +201 +9%
NWMG
529
National Wealth Management Group
Ohio
$524K +$509K +2,372 New
TI
530
Trexquant Investment
Connecticut
$523K +$185K +864 +58%
SCM
531
Southport Capital Management
Tennessee
$523K +$253K +1,178 +99%
CFGS
532
Concourse Financial Group Securities
Alabama
$521K -$4.93K -23 -1%
PBF
533
Petix & Botte Financial
California
$516K -$747K -3,483 -60%
BWM
534
Baystate Wealth Management
Massachusetts
$512K +$372K +1,733 +297%
IAN
535
Integrated Advisors Network
Texas
$510K -$5.36K -25 -1%
SWM
536
Selective Wealth Management
Virginia
$506K +$48K +224 +11%
DFA
537
Delta Financial Advisors
Louisiana
$505K +$643 +3 +0.1%
BFM
538
Boston Financial Management
Massachusetts
$504K
CCA
539
Conservest Capital Advisors
Pennsylvania
$500K
VNA
540
Valley National Advisers
Pennsylvania
$500K +$1.5K +7 +0.3%
DWM
541
Doyle Wealth Management
Florida
$489K -$44K -205 -8%
CA
542
Cetera Advisors
Colorado
$483K -$156K -726 -25%
HPC
543
HM Payson & Co
Maine
$483K
BWP
544
Bernardo Wealth Planning
Pennsylvania
$477K
GLLW
545
Graves Light Lenhart Wealth
Virginia
$476K
Millennium Management
546
Millennium Management
New York
$473K +$191K +890 +71%
PB
547
Pinnacle Bancorp
Nebraska
$471K -$1.93K -9 -0.4%
MA
548
MONECO Advisors
Connecticut
$464K -$47K -219 -9%
PP
549
Palladium Partners
Virginia
$464K
ASC
550
Atalanta Sosnoff Capital
New York
$464K +$450K +2,098 New