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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
676
ICA Group Wealth Management
Colorado
$245K +$188 +1 +0.1%
SSWG
677
Seven Springs Wealth Group
Tennessee
$241K – – –
CWM
678
Congress Wealth Management
Massachusetts
$240K +$5.44K +29 +2%
CFD
679
Creative Financial Designs
Indiana
$240K +$82.8K +441 +46%
FPCG
680
Fort Pitt Capital Group
Pennsylvania
$238K – – –
CRC
681
Curi RMB Capital
Illinois
$236K – – –
KF
682
Krilogy Financial
Missouri
$236K +$938 +5 +0.4%
CG
683
CFO4Life Group
Texas
$235K – – –
MF
684
Meridian Financial
Massachusetts
$234K – – –
FCI
685
Financial Counselors Inc
Kansas
$232K -$9.01K -48 -3%
WG
686
Watchman Group
Texas
$232K – – –
FF
687
Francis Financial
$231K +$239K +1,276 New
MPPLM
688
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$230K – – –
CPO
689
Cerity Partners OCIO
New York
$227K – – –
ACM
690
Ategra Capital Management
Virginia
$224K – – –
MAM
691
Marquette Asset Management
Minnesota
$224K – – –
Prudential Financial
692
Prudential Financial
New Jersey
$223K -$56.1K -299 -19%
WI
693
Wedgewood Investors
Pennsylvania
$222K – – –
TA
694
TruWealth Advisors
Louisiana
$222K +$41.1K +219 +20%
JFGIW
695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K – – –
SFPM
696
Sensible Financial Planning & Management
Massachusetts
$220K – – –
CAM
697
Carret Asset Management
New York
$216K – – –
FFS
698
Founders Financial Securities
Maryland
$216K +$236K +1,255 New
SSWM
699
Smith Salley Wealth Management
North Carolina
$215K +$13K +69 +6%
AWA
700
Archvest Wealth Advisors
California
$214K +$751 +4 +0.3%