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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
776
Facet Wealth Inc
Maryland
$692K +$314K +940 +88%
BA
777
Bridgewater Advisors
New York
$689K
EF
778
Envision Financial
Wisconsin
$689K +$667 +2 +0.1%
RIM
779
Rockbridge Investment Management
New York
$688K
CPWL
780
Coquina Private Wealth LLC
Florida
$682K
GWA
781
Geometric Wealth Advisors
District of Columbia
$681K +$661K +1,980 New
CCG
782
Cypress Capital Group
Florida
$681K -$50.7K -152 -7%
LEA
783
Legacy Edge Advisors
New York
$679K
PWW
784
Pettyjohn Wood & White
Virginia
$677K -$19K -57 -3%
PFA
785
Portland Financial Advisors
New York
$677K +$8.01K +24 +1%
EFG
786
Ethos Financial Group
Pennsylvania
$676K +$5K +15 +0.8%
CA
787
CoreCap Advisors
Michigan
$676K +$69.7K +209 +12%
BFA
788
Ballast Financial Advisors
Pennsylvania
$674K +$18.7K +56 +3%
B
789
Bensler
Washington
$673K -$48.7K -146 -7%
BI
790
Beckerman Institutional
New Jersey
$673K
KRAVCF
791
Karnit Road Accident Victims Compensation Fund
$671K
MFIM
792
Mesirow Financial Investment Management
Illinois
$667K +$1K +3 +0.2%
SC
793
Slow Capital
California
$666K -$166K -498 -20%
Nuveen
794
Nuveen
North Carolina
$666K +$646K +1,936 New
SAS
795
SMI Advisory Services
Indiana
$664K -$14.3K -43 -2%
ATC
796
Advantage Trust Company
Kansas
$664K -$36.7K -110 -5%
GBWM
797
Granite Bay Wealth Management
New Hampshire
$660K +$415K +1,243 +184%
TLFA
798
True Link Financial Advisors
California
$655K -$30K -90 -5%
RIA
799
Regal Investment Advisors
Michigan
$654K +$334 +1 +0.1%
VIM
800
Vista Investment Management
Pennsylvania
$653K