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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
701
Willis Johnson & Associates
Texas
$248K – – –
VDBMI
702
Van Den Berg Management I
Texas
$247K -$60.9K -284 -20%
SCP
703
Shorepoint Capital Partners
Massachusetts
$247K -$4.72K -22 -2%
FPIS
704
Financial Planning & Information Services
Wisconsin
$243K – – –
MWA
705
Monograph Wealth Advisors
California
$242K +$234K +1,093 New
ICG
706
InterOcean Capital Group
Tennessee
$242K +$235K +1,095 New
TSWM
707
Triangle Securities Wealth Management
North Carolina
$241K -$17.8K -83 -7%
FNBT
708
FineMark National Bank & Trust
Florida
$241K – – –
WPC
709
Waters Parkerson & Co
Louisiana
$240K – – –
NFG
710
Nations Financial Group
Iowa
$240K +$214 +1 +0.1%
CFD
711
Creative Financial Designs
Indiana
$239K +$232K +1,082 New
W
712
WealthOne
New York
$238K -$2.79K -13 -1%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$238K – – –
PGWM
714
Parisi Gray Wealth Management
New Jersey
$238K +$858 +4 +0.4%
MA
715
Mutual Advisors
Nebraska
$235K -$11.4K -53 -5%
LFS
716
Lutz Financial Services
Nebraska
$235K – – –
GRP
717
Global Retirement Partners
California
$233K +$643 +3 +0.3%
OFG
718
Oxford Financial Group
Indiana
$232K – – –
WCM
719
Wealthcare Capital Management
Virginia
$232K – – –
JCM
720
Jacobi Capital Management
Pennsylvania
$232K +$858 +4 +0.4%
MIM
721
Miller Investment Management
Pennsylvania
$231K +$225K +1,047 New
SJL
722
Shayne & Jacobs LLC
Tennessee
$229K -$222K -1,036 -50%
ES
723
ETF Store
Kansas
$229K +$238K +1,109 New
FFA
724
Fragasso Financial Advisors
Pennsylvania
$228K +$643 +3 +0.3%
SPA
725
Sentinel Pension Advisors
Massachusetts
$228K +$7.72K +36 +4%