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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
776
Stephens Consulting
Michigan
$574K -$14.2K -48 -3%
EW
777
Evoke Wealth
California
$570K
KA
778
Kovack Advisors
Florida
$567K -$8.59K -29 -2%
NEPWA
779
New England Private Wealth Advisors
Massachusetts
$567K
LEA
780
Legacy Edge Advisors
New York
$566K
PBF
781
Petix & Botte Financial
California
$566K -$50.3K -170 -8%
RFN
782
Redwood Financial Network
Ohio
$564K -$16.9K -57 -3%
CGPCS
783
Capital Group Private Client Services
California
$561K +$888 +3 +0.2%
EA
784
Efficient Advisors
Ohio
$561K -$38.5K -130 -7%
WP
785
WealthShield Partners
North Carolina
$556K -$1.48K -5 -0.3%
CTWM
786
Cherry Tree Wealth Management
Minnesota
$552K
EA
787
Evolution Advisers
Virginia
$551K -$8K -27 -1%
DFA
788
Delta Financial Advisors
Louisiana
$551K +$296 +1 +0.1%
AWA
789
Aletheian Wealth Advisors
Washington
$545K
WLIM
790
White Lighthouse Investment Management
Massachusetts
$541K
RPCONE
791
Retirement Planning Company of New England
Rhode Island
$538K +$296 +1 +0.1%
SB
792
Strategic Blueprint
Georgia
$538K -$58K -196 -10%
AC
793
Avant Capital
Louisiana
$534K +$32.9K +111 +7%
AIM
794
Aspen Investment Management
Michigan
$534K
ES
795
ETF Store
Kansas
$532K +$1.18K +4 +0.2%
AWP
796
Abacus Wealth Partners
California
$522K -$4.14K -14 -0.8%
TIAM2
797
Tru Independence Asset Management 2
Oregon
$522K
MFIM
798
Mesirow Financial Investment Management
Illinois
$521K +$888 +3 +0.2%
PTC
799
Private Trust Company
Ohio
$520K +$34.9K +118 +8%
RIM
800
Rockbridge Investment Management
New York
$513K