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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FG
801
Foster Group
Iowa
$607K +$4.06K +13 +0.7%
WG
802
Wellington Group
Indiana
$607K +$602K +1,927 New
LWM
803
LongView Wealth Management
Georgia
$602K -$2.5K -8 -0.4%
PW
804
PUREfi Wealth
Massachusetts
$602K
SFS
805
Sowell Financial Services
Arkansas
$601K +$4.06K +13 +0.7%
VIM
806
Vista Investment Management
Pennsylvania
$598K
C
807
Certuity
Florida
$597K
PCM
808
Passive Capital Management
Maryland
$596K
NEPWA
809
New England Private Wealth Advisors
Massachusetts
$595K +$136K +434 +30%
BH
810
Burk Holdings
Oklahoma
$591K +$331K +1,060 +130%
Capital International Investors
811
Capital International Investors
California
$580K +$571K +1,828 New
PBF
812
Petix & Botte Financial
California
$578K
CGPCS
813
Capital Group Private Client Services
California
$576K +$1.56K +5 +0.3%
EA
814
Efficient Advisors
Ohio
$569K -$5K -16 -0.9%
CTWM
815
Cherry Tree Wealth Management
Minnesota
$564K
WLIM
816
White Lighthouse Investment Management
Massachusetts
$561K +$7.81K +25 +1%
RA
817
RFG Advisory
Alabama
$557K -$50K -160 -8%
SI
818
Scharf Investments
California
$557K +$552K +1,768 New
BFA
819
Ballast Financial Advisors
Pennsylvania
$554K +$550K +1,760 New
DFA
820
Delta Financial Advisors
Louisiana
$553K -$10.3K -33 -2%
WP
821
WealthShield Partners
North Carolina
$552K -$17.2K -55 -3%
ES
822
ETF Store
Kansas
$547K +$2.5K +8 +0.5%
CMBA
823
C.M. Bidwell & Associates
Hawaii
$542K -$62.5K -200 -10%
RPCONE
824
Retirement Planning Company of New England
Rhode Island
$536K -$13.7K -44 -3%
MFIM
825
Mesirow Financial Investment Management
Illinois
$535K +$1.25K +4 +0.2%