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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
651
Curi RMB Capital
Illinois
$303K -$1.5K -7 -0.5%
PIA
652
Powell Investment Advisors
Florida
$303K +$294K +1,369 New
VA
653
Valmark Advisers
Ohio
$301K
OAM
654
Oak Asset Management
California
$301K +$14.2K +66 +5%
KF
655
Krilogy Financial
Missouri
$301K +$32.4K +151 +12%
MF
656
Meridian Financial
Massachusetts
$301K +$292K +1,360 New
CG
657
CFO4Life Group
Texas
$298K
WG
658
Watchman Group
Texas
$297K -$19.7K -92 -6%
MPPLM
659
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$294K -$31.7K -148 -10%
BCM
660
Brookstone Capital Management
Illinois
$294K +$6.65K +31 +2%
CPO
661
Cerity Partners OCIO
New York
$292K +$1.93K +9 +0.7%
MAM
662
Marquette Asset Management
Minnesota
$287K
IWN
663
Independent Wealth Network
Iowa
$287K +$1.5K +7 +0.5%
DI
664
Disciplined Investments
Oklahoma
$286K -$9.22K -43 -3%
WI
665
Wedgewood Investors
Pennsylvania
$284K
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$282K -$15K -70 -5%
SFPM
667
Sensible Financial Planning & Management
Massachusetts
$282K
IA
668
IFP Advisors
Florida
$281K +$17.2K +80 +7%
IFA
669
Index Fund Advisors
California
$279K +$271K +1,263 New
CAM
670
Carret Asset Management
New York
$277K
ACM
671
Ategra Capital Management
Virginia
$277K
Nuveen
672
Nuveen
North Carolina
$275K
WSFS
673
Wilmington Savings Fund Society
Delaware
$273K
AWA
674
Archvest Wealth Advisors
California
$273K +$265K +1,236 New
TWM
675
Trevian Wealth Management
Massachusetts
$268K +$260K +1,212 New