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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFM
576
GEN Financial Management
Minnesota
$925K – – –
LFS
577
Lutz Financial Services
Nebraska
$923K – – –
CWAF
578
Core Wealth Advisors (Florida)
Florida
$920K – – –
LWM
579
Liberty Wealth Management
California
$920K -$1.35K -5 -0.1%
VFIC
580
Valley Forge Investment Consultants
Pennsylvania
$919K +$3.52K +13 +0.4%
Dynamic Advisor Solutions
581
Dynamic Advisor Solutions
Arizona
$917K +$966K +3,566 New
BIA
582
Bell Investment Advisors
California
$914K +$542 +2 +0.1%
TPA
583
Trivium Point Advisory
Connecticut
$913K +$542 +2 +0.1%
HNWAG
584
High Net Worth Advisory Group
Florida
$912K -$39.3K -145 -4%
MMPW
585
Mitchell McLeod Pugh & Williams
Alabama
$907K – – –
LSWP
586
Liberty Square Wealth Partners
Pennsylvania
$904K – – –
FWA
587
FSM Wealth Advisors
Ohio
$903K +$2.71K +10 +0.3%
PSA
588
Plum Street Advisors
Louisiana
$902K – – –
JBW
589
Journey Beyond Wealth
Georgia
$895K +$542 +2 +0.1%
KL
590
KWMG LLC
Kansas
$894K – – –
AE Wealth Management
591
AE Wealth Management
Kansas
$890K +$21.7K +80 +2%
MCM
592
Morton Capital Management
California
$885K – – –
MFGM
593
Marshall Financial Group (Maryland)
Maryland
$884K -$21.4K -79 -2%
OC
594
Oakworth Capital
Alabama
$883K – – –
MWM
595
Maridea Wealth Management
New York
$879K -$89.4K -330 -9%
Evergreen Capital Management
596
Evergreen Capital Management
Washington
$873K -$46.3K -171 -5%
PPC
597
Pennington Partners & Co
Maryland
$871K +$34.7K +128 +4%
ICP
598
Interchange Capital Partners
Pennsylvania
$871K -$32K -118 -3%
WFAG
599
Wescott Financial Advisory Group
Pennsylvania
$870K +$3.25K +12 +0.4%
Johnson Investment Counsel
600
Johnson Investment Counsel
Ohio
$850K +$3.79K +14 +0.4%