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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBFP
601
Golden Bell Financial Planning
Georgia
$1.11M -$18.7K -63 -2%
Carnegie Investment Counsel
602
Carnegie Investment Counsel
Ohio
$1.11M +$244K +825 +30%
VFIC
603
Valley Forge Investment Consultants
Pennsylvania
$1.1M +$2.96K +10 +0.3%
CWAF
604
Core Wealth Advisors (Florida)
Florida
$1.1M – – –
AFAS
605
Acorn Financial Advisory Services
Virginia
$1.09M -$1.78K -6 -0.2%
Western Wealth Management
606
Western Wealth Management
Colorado
$1.08M +$571K +1,930 +121%
LSWP
607
Liberty Square Wealth Partners
Pennsylvania
$1.08M – – –
PSA
608
Plum Street Advisors
Louisiana
$1.08M – – –
WAM
609
WealthTrust Asset Management
Florida
$1.08M +$55.7K +188 +6%
TBC
610
Ted Buchan & Co
California
$1.07M -$295K -997 -22%
KHCM
611
Kirtland Hills Capital Management
Ohio
$1.07M – – –
KL
612
KWMG LLC
Kansas
$1.07M – – –
SIM
613
Studio Investment Management
Illinois
$1.07M +$169K +571 +20%
HNWAG
614
High Net Worth Advisory Group
Florida
$1.06M +$592 +2 +0.1%
SDH
615
Sloy Dahl & Holst
Washington
$1.06M +$56.9K +192 +6%
MFGM
616
Marshall Financial Group (Maryland)
Maryland
$1.06M – – –
MCM
617
Morton Capital Management
California
$1.06M – – –
LWM
618
Liberty Wealth Management
California
$1.06M -$35.5K -120 -3%
OC
619
Oakworth Capital
Alabama
$1.06M – – –
ICP
620
Interchange Capital Partners
Pennsylvania
$1.05M -$1.18K -4 -0.1%
Dynamic Advisor Solutions
621
Dynamic Advisor Solutions
Arizona
$1.05M -$41.5K -140 -4%
Johnson Investment Counsel
622
Johnson Investment Counsel
Ohio
$1.05M – – –
Evergreen Capital Management
623
Evergreen Capital Management
Washington
$1.05M – – –
TPA
624
Trivium Point Advisory
Connecticut
$1.04M +$296 +1 +0%
Focus Financial Network
625
Focus Financial Network
Minnesota
$1.04M +$22.5K +76 +2%