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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
751
Strategic Blueprint
Georgia
$554K +$63.8K +242 +14%
Benjamin Edwards Inc
752
Benjamin Edwards Inc
Missouri
$551K +$55.1K +209 +12%
Foster Group
753
Foster Group
Iowa
$551K +$509K +1,930 New
LWM
754
LongView Wealth Management
Georgia
$548K -$186K -707 -27%
PAS
755
PKS Advisory Services
New York
$546K +$568K +2,157 New
PW
756
PUREfi Wealth
Massachusetts
$546K -$263 -1 -0.1%
SC
757
Stephens Consulting
Michigan
$546K +$359K +1,364 +248%
VIM
758
Vista Investment Management
Pennsylvania
$542K – – –
RIA
759
Regal Investment Advisors
Michigan
$541K +$100K +381 +25%
PCM
760
Passive Capital Management
Maryland
$539K – – –
RFN
761
Redwood Financial Network
Ohio
$539K -$54K -205 -10%
OFS
762
Oldfather Financial Services
Nebraska
$537K +$496K +1,881 New
CMBA
763
C.M. Bidwell & Associates
Hawaii
$535K -$5.27K -20 -1%
KA
764
Kovack Advisors
Florida
$534K +$11.1K +42 +2%
EW
765
Evoke Wealth
California
$528K – – –
LEA
766
Legacy Edge Advisors
New York
$524K -$70.1K -266 -13%
OMIC
767
Old Mission Investment Co
Michigan
$524K – – –
Thrivent Financial for Lutherans
768
Thrivent Financial for Lutherans
Minnesota
$521K -$1.44M -5,453 -75%
Capital Group Private Client Services
769
Capital Group Private Client Services
California
$519K +$790 +3 +0.2%
TBWA
770
Three Bridge Wealth Advisors
California
$519K – – –
EA
771
Evolution Advisers
Virginia
$518K – – –
COCM
772
Charter Oak Capital Management
New Hampshire
$518K – – –
WP
773
WealthShield Partners
North Carolina
$517K – – –
NAS
774
Nicolet Advisory Services
Wisconsin
$517K +$34.3K +130 +8%
CTWM
775
Cherry Tree Wealth Management
Minnesota
$511K -$14.5K -55 -3%