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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
551
Mission Wealth Management
California
$874K – – –
TFM
552
TFC Financial Management
Massachusetts
$869K – – –
KL
553
KWMG LLC
Kansas
$868K – – –
MCM
554
Morton Capital Management
California
$860K – – –
WFAG
555
Wescott Financial Advisory Group
Pennsylvania
$858K – – –
OC
556
Oakworth Capital
Alabama
$857K – – –
LWM
557
LongView Wealth Management
Georgia
$857K +$10.3K +43 +1%
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$847K +$95.4K +397 +13%
TD Private Client Wealth
559
TD Private Client Wealth
New York
$847K +$25.5K +106 +3%
AE Wealth Management
560
AE Wealth Management
Kansas
$837K +$76.6K +319 +11%
PG
561
Prostatis Group
Maryland
$833K -$54.3K -226 -6%
CAM
562
Cozad Asset Management
Illinois
$830K – – –
MFT
563
Moisand Fitzgerald Tamayo
Florida
$825K -$4.8K -20 -0.6%
BWP
564
BSW Wealth Partners
Colorado
$811K – – –
OneDigital Investment Advisors
565
OneDigital Investment Advisors
Kansas
$810K +$780K +3,246 New
Synovus Financial
566
Synovus Financial
Georgia
$809K +$36.3K +151 +5%
AIM
567
Athena Investment Management
California
$809K – – –
SDH
568
Sloy Dahl & Holst
Washington
$806K -$7.21K -30 -0.9%
Larson Financial Group
569
Larson Financial Group
Missouri
$802K +$763K +3,178 +9,080%
CFS
570
CGC Financial Services
Oregon
$801K – – –
FNB
571
Farmers National Bank
Kentucky
$800K +$28.1K +117 +4%
CIA
572
Compass Ion Advisors
Pennsylvania
$798K – – –
RDWM
573
Red Door Wealth Management
Tennessee
$797K – – –
Toronto Dominion Bank
574
Toronto Dominion Bank
Ontario, Canada
$792K +$762K +3,172 New
AM
575
Atwater Malick
Pennsylvania
$788K – – –