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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIS
701
Fischer Investment Strategies
California
$286K +$270K +1,411 New
AA
702
AlphaQ Advisors
Florida
$285K -$19.2K -100 -7%
SSWG
703
Seven Springs Wealth Group
Tennessee
$284K – – –
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$283K -$59.2K -309 -18%
MIA
705
MainStreet Investment Advisors
Illinois
$283K – – –
FCT
706
First Community Trust
Iowa
$281K – – –
FPCG
707
Fort Pitt Capital Group
Pennsylvania
$280K – – –
TWP
708
Total Wealth Planning
Ohio
$280K -$11.1K -58 -4%
CRC
709
Curi RMB Capital
Illinois
$278K – – –
MCCA
710
Mill Creek Capital Advisors
Pennsylvania
$276K -$96.6K -504 -27%
OAM
711
Oak Asset Management
California
$276K – – –
MF
712
Meridian Financial
Massachusetts
$276K – – –
CG
713
Cynosure Group
Utah
$271K +$256K +1,338 New
WCF
714
West Coast Financial
California
$269K -$28.8K -150 -10%
TWC
715
TD Waterhouse Canada
Ontario, Canada
$268K +$154K +803 +251%
WI
716
Wedgewood Investors
Pennsylvania
$261K – – –
CIAS
717
CFS Investment Advisory Services
New Jersey
$260K +$246K +1,281 New
FCFC
718
First Commonwealth Financial Corp
Pennsylvania
$260K – – –
SCP
719
Shorepoint Capital Partners
Massachusetts
$257K +$2.49K +13 +1%
BFEC
720
Benjamin F. Edwards & Company
Missouri
$256K +$74.8K +390 +45%
AWA
721
Archvest Wealth Advisors
California
$256K +$958 +5 +0.4%
RA
722
Riversedge Advisors
Delaware
$256K +$958 +5 +0.4%
BA
723
Bellwether Advisors
Nebraska
$255K – – –
AA
724
Aire Advisors
California
$255K +$383 +2 +0.2%
CAM
725
Carret Asset Management
New York
$254K – – –