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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFC
676
Western Financial Corp
California
$748K +$691K +2,623 New
EFG
677
Embree Financial Group
Illinois
$748K +$19K +72 +3%
Franklin Resources
678
Franklin Resources
California
$744K -$22.9M -86,855 -97%
CFP
679
Catalyst Financial Partners
Massachusetts
$742K +$685K +2,600 New
VWM
680
Venturi Wealth Management
Texas
$739K +$121K +460 +22%
AHC
681
Anderson Hoagland & Co
Missouri
$737K
LL
682
LPWM LLC
Minnesota
$736K
BWP
683
Burling Wealth Partners
Illinois
$735K
BCA
684
Bay Capital Advisors
Virginia
$731K +$21.9K +83 +3%
AF
685
Apollon Financial
South Carolina
$731K
AWM
686
Arista Wealth Management
Nevada
$726K +$671K +2,546 New
SA
687
Sovran Advisors
California
$726K -$12.9K -49 -2%
FA
688
FF Advisors
California
$705K
XPN
689
XY Planning Network
Montana
$704K +$360K +1,368 +124%
AWM
690
Apollon Wealth Management
South Carolina
$700K -$27.7K -105 -4%
EA
691
Everpar Advisors
Oklahoma
$699K
HR
692
Hardy Reed
Mississippi
$697K
CA
693
CGN Advisors
Kansas
$696K -$15K -57 -2%
TIA
694
Traphagen Investment Advisors
New Jersey
$691K
RSWM
695
Robertson Stephens Wealth Management
California
$688K
KWS
696
Keystone Wealth Services
California
$688K
ONB
697
Old National Bancorp
Indiana
$688K
BCM
698
Brookstone Capital Management
Illinois
$687K -$27.4K -104 -4%
DF
699
Define Financial
California
$680K
PWM
700
PBMares Wealth Management
Virginia
$677K