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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KRAVCF
801
Karnit Road Accident Victims Compensation Fund
$614K +$609K +1,950 New
RIA
802
Regal Investment Advisors
Michigan
$609K -$4.37K -14 -0.7%
COCM
803
Charter Oak Capital Management
New Hampshire
$609K -$6.25K -20 -1%
Foster Group
804
Foster Group
Iowa
$607K +$4.06K +13 +0.7%
WG
805
Wellington Group
Indiana
$607K +$602K +1,927 New
LWM
806
LongView Wealth Management
Georgia
$602K -$2.5K -8 -0.4%
PW
807
PUREfi Wealth
Massachusetts
$602K – – –
Sowell Financial Services
808
Sowell Financial Services
Arkansas
$601K +$4.06K +13 +0.7%
VIM
809
Vista Investment Management
Pennsylvania
$598K – – –
C
810
Certuity
Florida
$597K – – –
PCM
811
Passive Capital Management
Maryland
$596K – – –
NEPWA
812
New England Private Wealth Advisors
Massachusetts
$595K +$136K +434 +30%
BH
813
Burk Holdings
Oklahoma
$591K +$331K +1,060 +130%
Capital International Investors
814
Capital International Investors
California
$580K +$571K +1,828 New
PBF
815
Petix & Botte Financial
California
$578K – – –
Capital Group Private Client Services
816
Capital Group Private Client Services
California
$576K +$1.56K +5 +0.3%
EA
817
Efficient Advisors
Ohio
$569K -$5K -16 -0.9%
CTWM
818
Cherry Tree Wealth Management
Minnesota
$564K – – –
WLIM
819
White Lighthouse Investment Management
Massachusetts
$561K +$7.81K +25 +1%
RFG Advisory
820
RFG Advisory
Alabama
$557K -$50K -160 -8%
Scharf Investments
821
Scharf Investments
California
$557K +$552K +1,768 New
BFA
822
Ballast Financial Advisors
Pennsylvania
$554K +$550K +1,760 New
DFA
823
Delta Financial Advisors
Louisiana
$553K -$10.3K -33 -2%
WP
824
WealthShield Partners
North Carolina
$552K -$17.2K -55 -3%
ES
825
ETF Store
Kansas
$547K +$2.5K +8 +0.5%