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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
526
Synovus Financial
Georgia
$633K -$12.1K -63 -2%
E
527
ETFidea
New York
$631K
MWP
528
Madison Wealth Partners
Wisconsin
$630K +$19.2K +100 +3%
RWM
529
Rezny Wealth Management
Florida
$628K +$594K +3,100 New
TFCP
530
Twin Focus Capital Partners
Massachusetts
$616K -$3.6M -18,800 -86%
AWM
531
Aspire Wealth Management
Massachusetts
$614K -$38.9K -203 -6%
SIM
532
Stratos Investment Management
Ohio
$612K +$2.11K +11 +0.4%
DC
533
Davenport & Co
Virginia
$610K -$5.56K -29 -1%
RFP
534
RCS Financial Planning
Maryland
$610K
HI
535
Harbour Investments
Wisconsin
$604K -$9.58K -50 -2%
PWA
536
Peterson Wealth Advisors
Utah
$592K -$110K -574 -16%
IAN
537
Integrated Advisors Network
Texas
$591K +$1.15K +6 +0.2%
WHG
538
Westwood Holdings Group
Texas
$586K +$554K +2,891 New
HR
539
Hardy Reed
Mississippi
$585K
EPWM
540
Essex Private Wealth Management
Massachusetts
$572K
SDH
541
Sloy Dahl & Holst
Washington
$567K +$183K +953 +52%
Financial Engines Advisors
542
Financial Engines Advisors
California
$566K -$182K -952 -25%
RIM
543
Rockbridge Investment Management
New York
$565K +$2.49K +13 +0.5%
MWM
544
Mission Wealth Management
California
$562K +$31.6K +165 +6%
BCM
545
Brookstone Capital Management
Illinois
$561K -$73K -381 -12%
AC
546
AWM Capital
Arizona
$560K
UBV
547
United Bank (Virginia)
Virginia
$559K
MWA
548
Meridian Wealth Advisors
Texas
$557K
BFM
549
Boston Financial Management
Massachusetts
$555K +$88K +459 +20%
FFN
550
Focus Financial Network
Minnesota
$552K -$47K -245 -8%