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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
551
Dynamic Advisor Solutions
Arizona
$736K -$25.3K -124 -3%
CAM
552
Cozad Asset Management
Illinois
$725K
RIS
553
Retirement Income Solutions
Michigan
$719K
BWP
554
BSW Wealth Partners
Colorado
$709K
UAS
555
United Asset Strategies
New York
$708K +$1.64K +8 +0.2%
AIM
556
Athena Investment Management
California
$707K
FOFP
557
Fee-Only Financial Planning
South Carolina
$704K +$2.25K +11 +0.3%
MWM
558
Meridian Wealth Management
Kentucky
$703K +$36.2K +177 +6%
SDH
559
Sloy Dahl & Holst
Washington
$702K -$2.25K -11 -0.3%
QCM
560
Quantinno Capital Management
New York
$693K +$386K +1,888 +147%
CA
561
Cetera Advisors
Colorado
$693K +$68.9K +337 +12%
PWG
562
Portside Wealth Group
Utah
$688K +$645K +3,156 New
AM
563
Atwater Malick
Pennsylvania
$688K +$645K +3,155 New
PWA
564
Primoris Wealth Advisors
Florida
$688K +$644K +3,153 New
Millennium Management
565
Millennium Management
New York
$684K -$1.36M -6,630 -68%
ZF
566
Zhang Financial
Michigan
$684K
BF
567
BOK Financial
Oklahoma
$683K -$4.7K -23 -0.7%
E
568
ETFidea
New York
$681K
AWM
569
Aspire Wealth Management
Massachusetts
$680K +$17.6K +86 +3%
FWCM
570
Ferguson Wellman Capital Management
Oregon
$678K -$23.5K -115 -4%
MWP
571
Madison Wealth Partners
Wisconsin
$678K
CIC
572
Carnegie Investment Counsel
Ohio
$678K -$222K -1,087 -26%
BRIA
573
Balanced Rock Investment Advisors
Massachusetts
$678K +$635K +3,106 New
SF
574
Summit Financial
New Jersey
$677K -$204K -997 -24%
SAM
575
Sawgrass Asset Management
Florida
$676K +$634K +3,100 New