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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Capital Investment Advisors
Georgia
$915K +$13.7K +60 +2%
HI
527
Harbour Investments
Wisconsin
$914K +$6.18K +27 +0.7%
LFS
528
Lutz Financial Services
Nebraska
$909K
CIA
529
Choate Investment Advisors
Massachusetts
$907K
CWAF
530
Core Wealth Advisors (Florida)
Florida
$906K
AF
531
Advisornet Financial
Minnesota
$904K -$13.7K -60 -2%
HNWAG
532
High Net Worth Advisory Group
Florida
$904K -$80.5K -352 -9%
GA
533
GSG Advisors
New Jersey
$893K +$458 +2 +0.1%
CGA
534
Crescent Grove Advisors
Illinois
$889K
SHGA
535
Sand Hill Global Advisors
California
$885K
LWM
536
Liberty Wealth Management
California
$875K +$826K +3,610 +9,500%
PI
537
Pachira Investments
California
$874K -$229 -1 -0%
AFS
538
Annapolis Financial Services
Maryland
$867K -$102K -446 -11%
Jane Street
539
Jane Street
New York
$862K +$547K +2,392 +199%
ONB
540
Old National Bancorp
Indiana
$861K
SF
541
Summit Financial
New Jersey
$856K +$107K +467 +15%
PG
542
Prostatis Group
Maryland
$855K -$576K -2,516 -41%
CS
543
Crescent Sterling
Louisiana
$851K +$812K +3,550 New
FA
544
FF Advisors
California
$850K
ECM
545
Evergreen Capital Management
Washington
$850K +$229 +1 +0%
BIA
546
Bell Investment Advisors
California
$848K +$1.37K +6 +0.2%
VFIC
547
Valley Forge Investment Consultants
Pennsylvania
$846K +$2.75K +12 +0.3%
MMPW
548
Mitchell McLeod Pugh & Williams
Alabama
$846K +$229 +1 +0%
DAS
549
Dynamic Advisor Solutions
Arizona
$846K +$23.3K +102 +3%
MWM
550
Mission Wealth Management
California
$840K +$359K +1,571 +81%