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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Apollon Wealth Management
South Carolina
$855K +$3.44K +11 +0.4%
B
702
Bailard
California
$853K
RSWM
703
Robertson Stephens Wealth Management
California
$843K +$121K +386 +17%
GC
704
Grimes & Company
Massachusetts
$833K +$158K +506 +24%
GA
705
Goldstein Advisors
Wisconsin
$827K
RWM
706
Rockwood Wealth Management
Pennsylvania
$822K -$25K -80 -3%
Russell Investments Group
707
Russell Investments Group
United Kingdom
$818K -$476K -1,523 -37%
NAS
708
Nicolet Advisory Services
Wisconsin
$818K +$51.5K +165 +7%
SCP
709
Stevens Capital Partners
Nebraska
$817K -$11.6K -37 -1%
LL
710
LPWM LLC
Minnesota
$816K +$4.06K +13 +0.5%
AHC
711
Anderson Hoagland & Co
Missouri
$814K
CA
712
CGN Advisors
Kansas
$810K +$85.6K +274 +12%
EFG
713
Embree Financial Group
Illinois
$810K
BCA
714
Bay Capital Advisors
Virginia
$809K +$1.25K +4 +0.2%
RFN
715
RDA Financial Network
Iowa
$808K +$56.2K +180 +8%
AF
716
Apollon Financial
South Carolina
$807K
SA
717
Sovran Advisors
California
$805K -$2.19K -7 -0.3%
SL
718
Salomon & Ludwin
Virginia
$804K +$16.9K +54 +2%
PRP
719
Peak Retirement Planning
Ohio
$802K +$356K +1,139 +81%
AWM
720
Arista Wealth Management
Nevada
$801K
WA
721
Wealth Alliance
New York
$799K -$7.81K -25 -1%
SAS
722
SMI Advisory Services
Indiana
$791K -$59.3K -190 -7%
CAM
723
Cozad Asset Management
Illinois
$782K +$6.87K +22 +0.9%
AFA
724
Amicus Financial Advisors
Texas
$780K +$773K +2,476 New
FA
725
FF Advisors
California
$778K