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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
701
Woodward Financial Advisors
North Carolina
$241K – – –
FFG
702
Fullen Financial Group
Ohio
$239K +$822 +4 +0.3%
TFS
703
Thoroughbred Financial Services
Tennessee
$239K +$236K +1,151 New
IGWM
704
ICA Group Wealth Management
Colorado
$238K +$260K +1,266 New
BA
705
Ballast Advisors
Minnesota
$236K – – –
CA
706
CoreCap Advisors
Michigan
$236K – – –
HWA
707
Hilltop Wealth Advisors
North Carolina
$232K -$4.93K -24 -2%
VDBMI
708
Van Den Berg Management I
Texas
$232K -$411 -2 -0.2%
FPIS
709
Financial Planning & Information Services
Wisconsin
$229K – – –
ICG
710
InterOcean Capital Group
Tennessee
$228K – – –
MWA
711
Monograph Wealth Advisors
California
$228K – – –
FNBT
712
FineMark National Bank & Trust
Florida
$227K – – –
MA
713
Mutual Advisors
Nebraska
$227K +$5.75K +28 +3%
TSWM
714
Triangle Securities Wealth Management
North Carolina
$226K -$1.44K -7 -0.6%
SYBT
715
Stock Yards Bank & Trust
Kentucky
$225K – – –
JIC
716
Johnson Investment Counsel
Ohio
$224K -$12.9K -63 -6%
W
717
WealthOne
New York
$224K – – –
TA
718
TruWealth Advisors
Louisiana
$223K +$220K +1,071 New
LFS
719
Lutz Financial Services
Nebraska
$222K – – –
JCM
720
Jacobi Capital Management
Pennsylvania
$220K +$616 +3 +0.3%
OFG
721
Oxford Financial Group
Indiana
$219K – – –
WCM
722
Wealthcare Capital Management
Virginia
$219K – – –
SF
723
Synovus Financial
Georgia
$219K +$20.3K +99 +10%
MIM
724
Miller Investment Management
Pennsylvania
$218K – – –
SPA
725
Sentinel Pension Advisors
Massachusetts
$218K +$2.26K +11 +1%