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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
551
Greenspring Advisors
Maryland
$415K
AIM
552
Athena Investment Management
California
$414K +$450K +2,400 New
BFS
553
Beacon Financial Strategies
North Carolina
$408K -$67.2K -358 -13%
Lido Advisors
554
Lido Advisors
California
$404K
HI
555
Harbour Investments
Wisconsin
$401K +$437K +2,329 New
DFA
556
Delta Financial Advisors
Louisiana
$395K +$751 +4 +0.2%
RC
557
RegentAtlantic Capital
New Jersey
$394K +$90.5K +482 +27%
BFM
558
Boston Financial Management
Massachusetts
$393K
MA
559
MONECO Advisors
Connecticut
$391K +$1.5K +8 +0.4%
CCA
560
Conservest Capital Advisors
Pennsylvania
$390K
FFA
561
Founders Financial Alliance
North Carolina
$388K +$236K +1,258 +126%
DWM
562
Doyle Wealth Management
Florida
$382K +$751 +4 +0.2%
Financial Engines Advisors
563
Financial Engines Advisors
California
$381K +$10.3K +55 +3%
WIM
564
Warwick Investment Management
Texas
$381K +$51.8K +276 +14%
VWA
565
V Wealth Advisors
Kansas
$381K +$129K +687 +45%
PBF
566
Petix & Botte Financial
California
$380K -$456K -2,427 -52%
MCM
567
Murphy Capital Management
New Jersey
$379K -$106K -566 -20%
HPC
568
HM Payson & Co
Maine
$377K
BWP
569
Bernardo Wealth Planning
Pennsylvania
$372K
GLLW
570
Graves Light Lenhart Wealth
Virginia
$371K
SWM
571
Spire Wealth Management
Virginia
$370K -$115K -612 -22%
AA
572
ACT Advisors
North Carolina
$369K -$4.69K -25 -1%
SPIA
573
Steward Partners Investment Advisory
New York
$365K -$128K -681 -24%
SWM
574
Selective Wealth Management
Virginia
$363K -$27.4K -146 -6%
CL
575
CPWM LLC
Washington
$361K -$243K -1,294 -38%