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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
601
Moisand Fitzgerald Tamayo
Florida
$874K -$13K -48 -1%
SWA
602
Sax Wealth Advisors
New Jersey
$873K -$84.3K -311 -9%
EFS
603
Essex Financial Services
Connecticut
$872K +$34.1K +126 +4%
AWM
604
Apollon Wealth Management
South Carolina
$871K +$165K +610 +23%
LFG
605
Larson Financial Group
Missouri
$866K
SWM
606
Sendero Wealth Management
Texas
$859K +$863K +3,185 New
VFA
607
Valeo Financial Advisors
Indiana
$854K +$138K +511 +19%
LWM
608
LongView Wealth Management
Georgia
$853K -$44.4K -164 -5%
AM
609
Atwater Malick
Pennsylvania
$851K
PWA
610
Primoris Wealth Advisors
Florida
$850K
FNB
611
Farmers National Bank
Kentucky
$840K +$844K +3,114 New
FWCM
612
Ferguson Wellman Capital Management
Oregon
$839K
CIC
613
Carnegie Investment Counsel
Ohio
$838K -$813 -3 -0.1%
ZF
614
Zhang Financial
Michigan
$833K
SF
615
Synovus Financial
Georgia
$833K -$455K -1,679 -35%
MWP
616
Madison Wealth Partners
Wisconsin
$831K
BIM
617
Breakwater Investment Management
Washington
$830K +$271 +1 +0%
SIM
618
Stratos Investment Management
Ohio
$828K +$1.08K +4 +0.1%
GQG Partners
619
GQG Partners
Florida
$826K +$830K +3,062 New
SCP
620
Stevens Capital Partners
Nebraska
$824K +$442K +1,632 +115%
IAA
621
Independent Advisor Alliance
North Carolina
$814K +$818K +3,017 New
JCM
622
Jacobi Capital Management
Pennsylvania
$812K +$815K +3,009 New
CS
623
Crescent Sterling
Louisiana
$809K -$135K -500 -14%
WCFA
624
Walkner Condon Financial Advisors
Wisconsin
$807K +$411K +1,517 +103%
MIAS
625
Mason Investment Advisory Services
Virginia
$806K -$80.7K -298 -9%