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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
776
Oldfather Financial Services
Nebraska
$579K – – –
SC
777
Stephens Consulting
Michigan
$574K -$14.2K -48 -3%
EW
778
Evoke Wealth
California
$570K – – –
KA
779
Kovack Advisors
Florida
$567K -$8.59K -29 -2%
NEPWA
780
New England Private Wealth Advisors
Massachusetts
$567K – – –
LEA
781
Legacy Edge Advisors
New York
$566K – – –
PBF
782
Petix & Botte Financial
California
$566K -$50.3K -170 -8%
RFN
783
Redwood Financial Network
Ohio
$564K -$16.9K -57 -3%
Capital Group Private Client Services
784
Capital Group Private Client Services
California
$561K +$888 +3 +0.2%
EA
785
Efficient Advisors
Ohio
$561K -$38.5K -130 -7%
WP
786
WealthShield Partners
North Carolina
$556K -$1.48K -5 -0.3%
CTWM
787
Cherry Tree Wealth Management
Minnesota
$552K – – –
EA
788
Evolution Advisers
Virginia
$551K -$8K -27 -1%
DFA
789
Delta Financial Advisors
Louisiana
$551K +$296 +1 +0.1%
AWA
790
Aletheian Wealth Advisors
Washington
$545K – – –
WLIM
791
White Lighthouse Investment Management
Massachusetts
$541K – – –
RPCONE
792
Retirement Planning Company of New England
Rhode Island
$538K +$296 +1 +0.1%
SB
793
Strategic Blueprint
Georgia
$538K -$58K -196 -10%
AC
794
Avant Capital
Louisiana
$534K +$32.9K +111 +7%
AIM
795
Aspen Investment Management
Michigan
$534K – – –
ES
796
ETF Store
Kansas
$532K +$1.18K +4 +0.2%
AWP
797
Abacus Wealth Partners
California
$522K -$4.14K -14 -0.8%
TIAM2
798
Tru Independence Asset Management 2
Oregon
$522K – – –
Mesirow Financial Investment Management
799
Mesirow Financial Investment Management
Illinois
$521K +$888 +3 +0.2%
PTC
800
Private Trust Company
Ohio
$520K +$34.9K +118 +8%