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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
576
Global Retirement Partners
California
$212K +$831 +5 +0.4%
SWA
577
SFMG Wealth Advisors
Texas
$211K +$199K +1,200 New
WCF
578
West Coast Financial
California
$211K +$199K +1,200 New
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$208K
BA
580
Ballast Advisors
Minnesota
$207K -$11.1K -67 -5%
WDG
581
Wealth Dimensions Group
Ohio
$206K +$195K +1,171 New
W
582
WealthOne
New York
$206K +$195K +1,173 New
CS
583
Candriam SCA
Luxembourg
$206K +$196K +1,180 New
AF
584
Advisornet Financial
Minnesota
$205K
Wealth Enhancement Advisory Services
585
Wealth Enhancement Advisory Services
Minnesota
$205K +$193K +1,159 New
BPA
586
Beacon Pointe Advisors
California
$205K +$193K +1,164 New
MIM
587
Marco Investment Management
Georgia
$205K +$194K +1,167 New
HIMC
588
Heritage Investors Management Corp
Maryland
$204K +$193K +1,161 New
FFA
589
Founders Financial Alliance
North Carolina
$186K +$332 +2 +0.2%
OFG
590
Oxford Financial Group
Indiana
$185K
JCM
591
Jacobi Capital Management
Pennsylvania
$182K +$665 +4 +0.4%
RE
592
RBC Europe
United Kingdom
$181K
TPWA
593
TRUE Private Wealth Advisors
Oregon
$180K
SPIA
594
Steward Partners Investment Advisory
New York
$180K +$4.82K +29 +3%
ADL
595
Asset Dedication LLC
California
$174K -$8.47K -51 -5%
RCA
596
Rowland Carmichael Advisors
Arizona
$170K -$11K -66 -6%
T2I
597
Turim 21 Investimentos
Brazil
$165K +$156K +941 New
HWA
598
HHM Wealth Advisors
Tennessee
$152K
VFA
599
Valeo Financial Advisors
Indiana
$150K +$5.82K +35 +4%
GWM
600
Geneos Wealth Management
Colorado
$143K +$3.98M +23,966 +7,133%