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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
751
Dividend Assets Capital
South Carolina
$340K -$204 -1 -0.1%
GLA
752
Good Life Advisors
Pennsylvania
$339K -$5.93K -29 -2%
WCFA
753
Walkner Condon Financial Advisors
Wisconsin
$334K -$818 -4 -0.3%
LFGO
754
Legacy Financial Group (Oklahoma)
Oklahoma
$333K -$1.64K -8 -0.5%
FF
755
Financial Futures
New Jersey
$331K -$1.43K -7 -0.5%
CWA
756
Canvas Wealth Advisors
Kansas
$330K – – –
BCA
757
Ballentine Capital Advisors
South Carolina
$330K +$297K +1,451 New
RIA
758
Regal Investment Advisors
Michigan
$329K +$1.84K +9 +0.6%
PI
759
PFG Investments
New York
$328K +$204 +1 +0.1%
Kingswood Wealth Advisors
760
Kingswood Wealth Advisors
California
$327K +$72.2K +353 +31%
WA
761
WBH Advisory
Maryland
$327K -$12.9K -63 -4%
WCWM
762
Willow Creek Wealth Management
California
$322K – – –
BWA
763
BlueChip Wealth Advisors
Georgia
$322K +$301K +1,474 New
TWP
764
Total Wealth Planning
Ohio
$319K +$17.2K +84 +6%
CCA
765
Cobblestone Capital Advisors
New York
$319K -$26.6K -130 -8%
KFGK
766
Keystone Financial Group (Kentucky)
Kentucky
$315K -$4.91K -24 -2%
NOI
767
Newton One Investments
Delaware
$314K -$449K -2,198 -60%
Benjamin F. Edwards & Company
768
Benjamin F. Edwards & Company
Missouri
$312K +$31.5K +154 +12%
LA
769
Lifeworks Advisors
Michigan
$311K +$22.7K +111 +8%
SXL
770
Summit X LLC
Missouri
$310K – – –
AA
771
AlphaQ Advisors
Florida
$307K – – –
SSWG
772
Seven Springs Wealth Group
Tennessee
$305K – – –
WAG
773
Winthrop Advisory Group
Massachusetts
$305K +$40.9K +200 +17%
AT
774
American Trust
Kentucky
$304K – – –
WIM
775
WealthPlan Investment Management
Nebraska
$302K +$283K +1,385 New