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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
576
Pachira Investments
California
$251K
STA
577
Summit Trail Advisors
New York
$251K
VA
578
Valmark Advisers
Ohio
$251K +$245K +1,354 New
PIA
579
Powell Investment Advisors
Florida
$251K +$246K +1,357 New
CG
580
CFO4Life Group
Texas
$250K -$10.3K -57 -4%
JFGIW
581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K +$244K +1,348 New
CPO
582
Cerity Partners OCIO
New York
$243K
CFO
583
Collective Family Office
Pennsylvania
$241K -$99.7K -550 -30%
WI
584
Wedgewood Investors
Pennsylvania
$239K
SFPM
585
Sensible Financial Planning & Management
Massachusetts
$236K
IAN
586
Integrated Advisors Network
Texas
$233K -$17.4K -96 -7%
FLII
587
First Long Island Investors
New York
$232K
ACM
588
Ategra Capital Management
Virginia
$232K
CAM
589
Carret Asset Management
New York
$229K
WSFS
590
Wilmington Savings Fund Society
Delaware
$229K
IA
591
IFP Advisors
Florida
$225K -$48.7K -269 -18%
WCF
592
West Coast Financial
California
$222K
Wealth Enhancement Advisory Services
593
Wealth Enhancement Advisory Services
Minnesota
$220K +$181 +1 +0.1%
SCM
594
Southport Capital Management
Tennessee
$220K +$215K +1,188 New
HWA
595
Hilltop Wealth Advisors
North Carolina
$219K -$6.71K -37 -3%
TSWM
596
Triangle Securities Wealth Management
North Carolina
$218K -$40.8K -225 -16%
WDG
597
Wealth Dimensions Group
Ohio
$217K
W
598
WealthOne
New York
$217K
BA
599
Ballast Advisors
Minnesota
$216K -$2.72K -15 -1%
MIM
600
Marco Investment Management
Georgia
$216K