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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
676
Seven Springs Wealth Group
Tennessee
$241K
CWM
677
Congress Wealth Management
Massachusetts
$240K +$5.44K +29 +2%
CFD
678
Creative Financial Designs
Indiana
$240K +$82.8K +441 +46%
FPCG
679
Fort Pitt Capital Group
Pennsylvania
$238K
CRC
680
Curi RMB Capital
Illinois
$236K
KF
681
Krilogy Financial
Missouri
$236K +$938 +5 +0.4%
CG
682
CFO4Life Group
Texas
$235K
MF
683
Meridian Financial
Massachusetts
$234K
FCI
684
Financial Counselors Inc
Kansas
$232K -$9.01K -48 -3%
WG
685
Watchman Group
Texas
$232K
FF
686
Francis Financial
$231K +$239K +1,276 New
MPPLM
687
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$230K
CPO
688
Cerity Partners OCIO
New York
$227K
ACM
689
Ategra Capital Management
Virginia
$224K
MAM
690
Marquette Asset Management
Minnesota
$224K
Prudential Financial
691
Prudential Financial
New Jersey
$223K -$56.1K -299 -19%
WI
692
Wedgewood Investors
Pennsylvania
$222K
TA
693
TruWealth Advisors
Louisiana
$222K +$41.1K +219 +20%
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K
SFPM
695
Sensible Financial Planning & Management
Massachusetts
$220K
CAM
696
Carret Asset Management
New York
$216K
FFS
697
Founders Financial Securities
Maryland
$216K +$236K +1,255 New
SSWM
698
Smith Salley Wealth Management
North Carolina
$215K +$13K +69 +6%
AWA
699
Archvest Wealth Advisors
California
$214K +$751 +4 +0.3%
PSF
700
Pacific Sun Financial
California
$214K +$52.6K +280 +29%