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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BO
726
Bank OZK
Arkansas
$615K -$171K -648 -23%
RFC
727
Regions Financial Corp
Alabama
$615K +$166K +631 +41%
RFN
728
RDA Financial Network
Iowa
$611K +$43.5K +165 +8%
DWG
729
Darden Wealth Group
Michigan
$605K
VNA
730
Valley National Advisers
Pennsylvania
$604K
GIA
731
Gladstone Institutional Advisory
Florida
$603K -$29.8K -113 -5%
PWW
732
Pettyjohn Wood & White
Virginia
$594K
ASC
733
Atalanta Sosnoff Capital
New York
$587K +$157K +594 +41%
RZH
734
Relyea Zuckerberg Hanson
Connecticut
$586K
ATC
735
Advantage Trust Company
Kansas
$584K
TWM
736
TSA Wealth Management
Texas
$583K -$10.8K -41 -2%
QP
737
Quartz Partners
New York
$581K -$83.3K -316 -13%
RWM
738
Rezny Wealth Management
Florida
$581K
BA
739
Bridgewater Advisors
New York
$579K -$1.05K -4 -0.2%
KIA
740
KCM Investment Advisors
California
$576K
GLA
741
Good Life Advisors
Pennsylvania
$575K
TA
742
TruWealth Advisors
Louisiana
$574K
PBF
743
Petix & Botte Financial
California
$573K -$138K -522 -21%
CW
744
CreativeOne Wealth
Kansas
$570K +$111K +423 +27%
GEA
745
Glen Eagle Advisors
New Jersey
$567K
EF
746
Envision Financial
Wisconsin
$566K
RA
747
RFG Advisory
Alabama
$564K +$112K +424 +27%
BI
748
Beckerman Institutional
New Jersey
$558K
CQWA
749
Chokshi & Queen Wealth Advisors
California
$557K
EA
750
Efficient Advisors
Ohio
$557K +$6.06K +23 +1%