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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
651
Trivium Point Advisory
Connecticut
$1.12M +$1.08M +3,248 New
PPC
652
Pennington Partners & Co
Maryland
$1.11M +$334 +1 +0%
BIM
653
Breakwater Investment Management
Washington
$1.11M -$20K -60 -2%
VHAM
654
Van Hulzen Asset Management
California
$1.1M -$805K -2,414 -43%
GBFP
655
Golden Bell Financial Planning
Georgia
$1.1M -$40.4K -121 -4%
RF
656
RHS Financial
California
$1.09M +$1.05M +3,161 New
ESB
657
Essex Savings Bank
Connecticut
$1.09M -$63K -189 -6%
PWA
658
Primoris Wealth Advisors
Florida
$1.08M – – –
MFA
659
Mayflower Financial Advisors
Massachusetts
$1.07M – – –
CIBC World Market
660
CIBC World Market
Ontario, Canada
$1.07M +$802K +2,403 +333%
SFS
661
Sowell Financial Services
Arkansas
$1.07M +$327K +979 +46%
NP
662
NorthRock Partners
Minnesota
$1.07M -$185K -554 -15%
AM
663
Atwater Malick
Pennsylvania
$1.07M – – –
CAM
664
Cozad Asset Management
Illinois
$1.06M +$204K +612 +25%
MFT
665
Moisand Fitzgerald Tamayo
Florida
$1.06M -$2.67K -8 -0.3%
SIM
666
Stratos Investment Management
Ohio
$1.06M -$9.01K -27 -0.9%
DAS
667
Daybright Advisory Services
Florida
$1.06M +$3K +9 +0.3%
RA
668
Rodgers & Associates
Pennsylvania
$1.05M – – –
MWP
669
Madison Wealth Partners
Wisconsin
$1.05M +$35.7K +107 +4%
SPW
670
Stillwater Private Wealth
Pennsylvania
$1.05M +$482K +1,446 +97%
JCM
671
Jacobi Capital Management
Pennsylvania
$1.03M – – –
RFP
672
Root Financial Partners
California
$1.03M -$667 -2 -0.1%
CWA
673
Canvas Wealth Advisors
Kansas
$1.03M -$159K -477 -14%
LWM
674
Liberty Wealth Management
California
$1.02M – – –
WCFA
675
Walkner Condon Financial Advisors
Wisconsin
$1.02M -$667 -2 -0.1%