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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UW
576
Unique Wealth
Florida
$1.09M -$795K -3,016 -44%
SPIO
577
Seven Post Investment Office
California
$1.08M +$1M +3,800 New
APG
578
Abacus Planning Group
South Carolina
$1.08M +$3.69K +14 +0.4%
CIA
579
Choate Investment Advisors
Massachusetts
$1.08M
GAM
580
Grandview Asset Management
Pennsylvania
$1.08M +$3.69K +14 +0.4%
MA
581
Mutual Advisors
Nebraska
$1.07M +$541K +2,053 +130%
BCP
582
Berkeley Capital Partners
Georgia
$1.07M
TNA
583
True North Advisors
Texas
$1.06M
WAP
584
Wealthcare Advisory Partners
Pennsylvania
$1.06M +$14K +53 +1%
HNB
585
Huntington National Bank
Ohio
$1.06M
HSG
586
Helen Stephens Group
Texas
$1.05M
GBFP
587
Golden Bell Financial Planning
Georgia
$1.05M
LFS
588
Lutz Financial Services
Nebraska
$1.03M +$6.06K +23 +0.6%
CPRC
589
Consolidated Portfolio Review Corp
New York
$1.03M -$46.6K -177 -5%
CWAF
590
Core Wealth Advisors (Florida)
Florida
$1.02M
VFIC
591
Valley Forge Investment Consultants
Pennsylvania
$1.02M
DAS
592
Dynamic Advisor Solutions
Arizona
$1.02M -$527 -2 -0.1%
LWM
593
Liberty Wealth Management
California
$1.02M -$5.01K -19 -0.5%
AFAS
594
Acorn Financial Advisory Services
Virginia
$1.01M -$30.6K -116 -3%
FWA
595
FSM Wealth Advisors
Ohio
$1.01M +$2.37K +9 +0.3%
MMPW
596
Mitchell McLeod Pugh & Williams
Alabama
$1.01M
LSWP
597
Liberty Square Wealth Partners
Pennsylvania
$1M
PSA
598
Plum Street Advisors
Louisiana
$1M
KHCM
599
Kirtland Hills Capital Management
Ohio
$995K
JBW
600
Journey Beyond Wealth
Georgia
$993K