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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
701
CGC Financial Services
Oregon
$860K – – –
TCOV
702
Trust Company of Vermont
Vermont
$859K – – –
RWA Wealth Partners
703
RWA Wealth Partners
Massachusetts
$858K +$37.8K +121 +5%
Apollon Wealth Management
704
Apollon Wealth Management
South Carolina
$855K +$3.44K +11 +0.4%
Bailard
705
Bailard
California
$853K – – –
Robertson Stephens Wealth Management
706
Robertson Stephens Wealth Management
California
$843K +$121K +386 +17%
Grimes & Company
707
Grimes & Company
Massachusetts
$833K +$158K +506 +24%
GA
708
Goldstein Advisors
Wisconsin
$827K – – –
RWM
709
Rockwood Wealth Management
Pennsylvania
$822K -$25K -80 -3%
Russell Investments Group
710
Russell Investments Group
United Kingdom
$818K -$476K -1,523 -37%
NAS
711
Nicolet Advisory Services
Wisconsin
$818K +$51.5K +165 +7%
SCP
712
Stevens Capital Partners
Nebraska
$817K -$11.6K -37 -1%
LL
713
LPWM LLC
Minnesota
$816K +$4.06K +13 +0.5%
AHC
714
Anderson Hoagland & Co
Missouri
$814K – – –
CA
715
CGN Advisors
Kansas
$810K +$85.6K +274 +12%
EFG
716
Embree Financial Group
Illinois
$810K – – –
BCA
717
Bay Capital Advisors
Virginia
$809K +$1.25K +4 +0.2%
RFN
718
RDA Financial Network
Iowa
$808K +$56.2K +180 +8%
AF
719
Apollon Financial
South Carolina
$807K – – –
SA
720
Sovran Advisors
California
$805K -$2.19K -7 -0.3%
SL
721
Salomon & Ludwin
Virginia
$804K +$16.9K +54 +2%
PRP
722
Peak Retirement Planning
Ohio
$802K +$356K +1,139 +81%
AWM
723
Arista Wealth Management
Nevada
$801K – – –
WA
724
Wealth Alliance
New York
$799K -$7.81K -25 -1%
SAS
725
SMI Advisory Services
Indiana
$791K -$59.3K -190 -7%