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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
551
Delta Financial Advisors
Louisiana
$477K +$411 +2 +0.1%
BFM
552
Boston Financial Management
Massachusetts
$476K
MFW
553
Meristem Family Wealth
Minnesota
$473K -$6.43M -31,328 -93%
MA
554
MONECO Advisors
Connecticut
$472K +$1.23K +6 +0.3%
CCA
555
Conservest Capital Advisors
Pennsylvania
$471K
SWM
556
Selective Wealth Management
Virginia
$470K -$6.98K -34 -1%
VNA
557
Valley National Advisers
Pennsylvania
$467K -$4.72K -23 -1%
DWM
558
Doyle Wealth Management
Florida
$462K +$822 +4 +0.2%
HPC
559
HM Payson & Co
Maine
$456K
AA
560
ACT Advisors
North Carolina
$452K +$446K +2,169 New
Financial Engines Advisors
561
Financial Engines Advisors
California
$451K +$444K +2,161 New
BWP
562
Bernardo Wealth Planning
Pennsylvania
$450K
GLLW
563
Graves Light Lenhart Wealth
Virginia
$449K
MAM
564
Meeder Asset Management
Ohio
$441K +$28.1K +137 +7%
PP
565
Palladium Partners
Virginia
$438K
OCM
566
Orser Capital Management
Texas
$436K
PCS
567
Personal CFO Solutions
New Jersey
$434K
PP
568
Prosperity Planning
Missouri
$432K
MWM
569
Merriman Wealth Management
Washington
$432K +$205 +1 +0%
AWA
570
Aletheian Wealth Advisors
Washington
$431K -$884K -4,306 -68%
SSB
571
Sandy Spring Bank
Maryland
$418K +$325K +1,583 +376%
AIA
572
Avalon Investment & Advisory
Texas
$417K
SG
573
StoneX Group
New York
$416K +$7.19K +35 +2%
Members Trust
574
Members Trust
Florida
$414K
AWP
575
Abacus Wealth Partners
California
$407K