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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VP
801
Verum Partners
North Carolina
$301K – – –
RFN
802
RDA Financial Network
Iowa
$300K +$32.4K +135 +13%
IAA
803
Ironsides Asset Advisors
North Carolina
$300K – – –
WCF
804
West Coast Financial
California
$300K – – –
SIA
805
Schechter Investment Advisors
Michigan
$299K +$7.45K +31 +3%
CP
806
Creekside Partners
California
$297K +$285K +1,188 New
CWA
807
Consilio Wealth Advisors
Washington
$296K – – –
FCI
808
Financial Counselors Inc
Kansas
$295K -$2.88K -12 -1%
WDG
809
Wealth Dimensions Group
Ohio
$292K – – –
Marshall Wace
810
Marshall Wace
United Kingdom
$289K +$278K +1,158 New
BTI
811
Blue Trust Inc
Georgia
$289K – – –
PCH
812
PGIM Custom Harvest
New Jersey
$287K +$276K +1,151 New
RAM
813
Redmond Asset Management
Virginia
$287K +$276K +1,151 New
CWM
814
Connecticut Wealth Management
Connecticut
$286K -$37.2K -155 -12%
AL
815
ACAS LLC
California
$285K – – –
BFG
816
Bouchey Financial Group
New York
$283K – – –
SMA
817
Sage Mountain Advisors
Georgia
$282K +$30K +125 +12%
CM
818
Cornerstone Management
Georgia
$280K -$36.5K -152 -12%
VBFP
819
Valtinson Bruner Financial Planning
Minnesota
$278K – – –
DI
820
Disciplined Investments
Oklahoma
$276K – – –
AFG
821
Altiora Financial Group
Ohio
$275K – – –
MGW
822
MB Generational Wealth
Washington
$274K -$511K -2,128 -66%
RWPA
823
Richard W. Paul & Associates
Michigan
$274K – – –
PC
824
Port Capital
Illinois
$274K – – –
BA
825
Bellwether Advisors
Nebraska
$273K – – –