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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%
BEI
752
Benjamin Edwards Inc
Missouri
$551K +$55.1K +209 +12%
FG
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%
Thrivent Financial for Lutherans
767
Thrivent Financial for Lutherans
Minnesota
$521K -$1.44M -5,453 -75%
CGPCS
768
Capital Group Private Client Services
California
$519K +$790 +3 +0.2%
TBWA
769
Three Bridge Wealth Advisors
California
$519K
EA
770
Evolution Advisers
Virginia
$518K
COCM
771
Charter Oak Capital Management
New Hampshire
$518K
WP
772
WealthShield Partners
North Carolina
$517K
NAS
773
Nicolet Advisory Services
Wisconsin
$517K +$34.3K +130 +8%
CTWM
774
Cherry Tree Wealth Management
Minnesota
$511K -$14.5K -55 -3%
DFA
775
Delta Financial Advisors
Louisiana
$510K