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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
651
Essex Financial Services
Connecticut
$1.04M +$40.6K +130 +4%
Evergreen Capital Management
652
Evergreen Capital Management
Washington
$1.04M -$31.2K -100 -3%
BIM
653
Breakwater Investment Management
Washington
$1.03M – – –
JBW
654
Journey Beyond Wealth
Georgia
$1.03M +$312 +1 +0%
BWP
655
BSW Wealth Partners
Colorado
$1.02M – – –
SC
656
Slow Capital
California
$1.02M -$30.6K -98 -3%
PPC
657
Pennington Partners & Co
Maryland
$1.02M -$9.37K -30 -0.9%
SCA
658
Strathmore Capital Advisors
North Carolina
$1M +$996K +3,190 New
BWP
659
Balboa Wealth Partners
Arizona
$1M +$27.8K +89 +3%
SWM
660
Sendero Wealth Management
Texas
$1M – – –
KFGK
661
Keystone Financial Group (Kentucky)
Kentucky
$996K – – –
PWA
662
Primoris Wealth Advisors
Florida
$993K – – –
MFT
663
Moisand Fitzgerald Tamayo
Florida
$992K -$5.31K -17 -0.5%
MFA
664
Mayflower Financial Advisors
Massachusetts
$990K +$56.5K +181 +6%
FNB
665
Farmers National Bank
Kentucky
$979K – – –
AM
666
Atwater Malick
Pennsylvania
$975K – – –
OMIC
667
Old Mission Investment Co
Michigan
$975K -$11.9K -38 -1%
Focus Financial Network
668
Focus Financial Network
Minnesota
$973K -$88.7K -284 -8%
BP
669
BWM Planning
Texas
$970K -$407K -1,304 -30%
SIM
670
Stratos Investment Management
Ohio
$968K +$937 +3 +0.1%
NorthRock Partners
671
NorthRock Partners
Minnesota
$968K +$304K +974 +46%
RDWM
672
Red Door Wealth Management
Tennessee
$966K +$3.75K +12 +0.4%
DAS
673
Daybright Advisory Services
Florida
$962K +$954K +3,055 New
Journey Strategic Wealth
674
Journey Strategic Wealth
New Jersey
$960K +$17.8K +57 +2%
WCFA
675
Walkner Condon Financial Advisors
Wisconsin
$960K -$625 -2 -0.1%