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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
601
Bell Investment Advisors
California
$1.16M -$129K -413 -10%
Capital Analysts LLC
602
Capital Analysts LLC
Pennsylvania
$1.14M -$48.5K -155 -4%
KHCM
603
Kirtland Hills Capital Management
Ohio
$1.14M – – –
Stephens Inc
604
Stephens Inc
Arkansas
$1.14M +$493K +1,577 +71%
DJYG
605
David J. Yvars Group
Florida
$1.14M +$313 +1 +0%
SPIO
606
Seven Post Investment Office
California
$1.14M – – –
WFAG
607
Wescott Financial Advisory Group
Pennsylvania
$1.13M -$1.56K -5 -0.1%
AMM
608
American Money Management
California
$1.12M -$36.3K -116 -3%
Exencial Wealth Advisors
609
Exencial Wealth Advisors
Oklahoma
$1.12M -$65.1K -208 -5%
HSG
610
Helen Stephens Group
Texas
$1.12M +$3.44K +11 +0.3%
MWM
611
Madrid Wealth Management
New Mexico
$1.11M – – –
APG
612
Abacus Planning Group
South Carolina
$1.1M -$9.7K -31 -0.8%
NorthRock Partners
613
NorthRock Partners
Minnesota
$1.1M +$188K +602 +20%
LFS
614
Lutz Financial Services
Nebraska
$1.1M – – –
BCP
615
Berkeley Capital Partners
Georgia
$1.09M +$2.82K +9 +0.2%
TP
616
Tranquility Partners
Tennessee
$1.09M -$1.88K -6 -0.2%
Clark Capital Management Group
617
Clark Capital Management Group
Pennsylvania
$1.09M – – –
VFIC
618
Valley Forge Investment Consultants
Pennsylvania
$1.08M +$3.13K +10 +0.3%
Huntington National Bank
619
Huntington National Bank
Ohio
$1.07M – – –
MW
620
Merited Wealth
Florida
$1.07M +$1.12M +3,584 New
CWAF
621
Core Wealth Advisors (Florida)
Florida
$1.07M – – –
AC
622
Avestar Capital
New York
$1.06M +$797K +2,547 +255%
SCP
623
Stevens Capital Partners
Nebraska
$1.06M +$297K +949 +37%
Diversify Wealth Management
624
Diversify Wealth Management
Utah
$1.06M +$315K +1,008 +45%
Renaissance Technologies
625
Renaissance Technologies
New York
$1.05M -$1.1M -3,520 -50%