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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
576
Members Trust
Florida
$325K – – –
UL
577
Unionview LLC
Washington
$322K +$68.2K +375 +24%
JG
578
Jefferies Group
New York
$322K +$1.64K +9 +0.5%
PP
579
Prosperity Planning
Missouri
$320K -$25.8K -142 -7%
ES
580
ETF Store
Kansas
$320K – – –
AWP
581
Abacus Wealth Partners
California
$319K – – –
WP
582
WealthSource Partners
California
$319K – – –
WCG
583
Weaver Consulting Group
California
$318K – – –
FWTB
584
First Western Trust Bank
Colorado
$316K -$263K -1,444 -43%
AC
585
Abbrea Capital
California
$315K – – –
WS
586
Wedbush Securities
California
$315K – – –
CW
587
CreativeOne Wealth
Kansas
$313K +$20.7K +114 +6%
VIM
588
Vista Investment Management
Pennsylvania
$311K – – –
TWP
589
Total Wealth Planning
Ohio
$309K -$804K -4,422 -70%
SWA
590
Sax Wealth Advisors
New Jersey
$308K – – –
AA
591
Aire Advisors
California
$305K +$1.09K +6 +0.3%
SC
592
Schoolcraft Capital
Colorado
$303K – – –
TBWA
593
Three Bridge Wealth Advisors
California
$297K – – –
WFA
594
Woodward Financial Advisors
North Carolina
$292K – – –
AWA
595
Aletheian Wealth Advisors
Washington
$290K – – –
CWM
596
Calamos Wealth Management
Illinois
$289K – – –
FHC
597
First Heartland Consultants
Missouri
$289K – – –
HSA
598
HBK Sorce Advisory
Pennsylvania
$288K -$250K -1,375 -44%
FG
599
Fiduciary Group
Georgia
$288K – – –
FPB
600
First PREMIER Bank
South Dakota
$284K – – –