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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
751
Ballentine Capital Advisors
South Carolina
$362K – – –
KA
752
Kovack Advisors
Florida
$362K +$95.4K +397 +38%
TWP
753
Total Wealth Planning
Ohio
$362K – – –
GLA
754
Good Life Advisors
Pennsylvania
$360K – – –
FHC
755
First Heartland Consultants
Missouri
$359K -$37.7K -157 -10%
NOI
756
Newton One Investments
Delaware
$359K – – –
FPFS
757
First Personal Financial Services
North Carolina
$358K – – –
SXL
758
Summit X LLC
Missouri
$355K – – –
SCP
759
Stevens Capital Partners
Nebraska
$355K -$72.3K -301 -17%
AWA
760
Archvest Wealth Advisors
California
$351K – – –
SSWG
761
Seven Springs Wealth Group
Tennessee
$349K – – –
CWA
762
Canvas Wealth Advisors
Kansas
$349K -$5.76K -24 -2%
WPC
763
Waters Parkerson & Co
Louisiana
$348K +$24K +100 +8%
AT
764
American Trust
Kentucky
$347K – – –
MSG
765
Main Street Group
Virginia
$347K -$31.7K -132 -9%
MPCL
766
My Personal CFO LLC
Washington
$346K – – –
FPCG
767
Fort Pitt Capital Group
Pennsylvania
$345K – – –
APW
768
Acima Private Wealth
Virginia
$344K – – –
SC
769
Schoolcraft Capital
Colorado
$343K – – –
MCCA
770
Mill Creek Capital Advisors
Pennsylvania
$340K – – –
OAM
771
Oak Asset Management
California
$340K – – –
MF
772
Meridian Financial
Massachusetts
$339K – – –
WCWM
773
Willow Creek Wealth Management
California
$338K -$4.08K -17 -1%
CG
774
Cynosure Group
Utah
$334K – – –
SCP
775
Shorepoint Capital Partners
Massachusetts
$327K +$13.9K +58 +5%