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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
776
Archvest Wealth Advisors
California
$379K +$8.88K +35 +2%
NOI
777
Newton One Investments
Delaware
$379K – – –
FPFS
778
First Personal Financial Services
North Carolina
$378K – – –
SCP
779
Stevens Capital Partners
Nebraska
$375K +$1.01K +4 +0.3%
CWA
780
Canvas Wealth Advisors
Kansas
$371K – – –
SSWG
781
Seven Springs Wealth Group
Tennessee
$369K – – –
TWP
782
Total Wealth Planning
Ohio
$368K – – –
Zacks Investment Management
783
Zacks Investment Management
Illinois
$367K -$111K -438 -24%
WPC
784
Waters Parkerson & Co
Louisiana
$367K – – –
AT
785
American Trust
Kentucky
$367K – – –
FHC
786
First Heartland Consultants
Missouri
$366K -$11.7K -46 -3%
MPCL
787
My Personal CFO LLC
Washington
$365K +$254 +1 +0.1%
WIM
788
WealthPlan Investment Management
Nebraska
$365K +$351K +1,385 New
Fort Pitt Capital Group
789
Fort Pitt Capital Group
Pennsylvania
$364K – – –
APW
790
Acima Private Wealth
Virginia
$363K – – –
Mill Creek Capital Advisors
791
Mill Creek Capital Advisors
Pennsylvania
$359K – – –
OAM
792
Oak Asset Management
California
$358K – – –
MF
793
Meridian Financial
Massachusetts
$358K – – –
WCWM
794
Willow Creek Wealth Management
California
$356K – – –
SXL
795
Summit X LLC
Missouri
$355K – – –
CoreCap Advisors
796
CoreCap Advisors
Michigan
$349K +$336K +1,326 New
FWA
797
FSM Wealth Advisors
Ohio
$349K +$336K +1,326 New
HWM
798
HighMark Wealth Management
Minnesota
$340K -$95.1K -375 -22%
RA
799
Riversedge Advisors
Delaware
$339K +$761 +3 +0.2%
WI
800
Wedgewood Investors
Pennsylvania
$339K – – –