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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
801
Certuity
Florida
$567K – – –
PCM
802
Passive Capital Management
Maryland
$565K – – –
NEPWA
803
New England Private Wealth Advisors
Massachusetts
$565K +$313 +1 +0.1%
EA
804
Efficient Advisors
Ohio
$563K +$24.1K +77 +4%
BH
805
Burk Holdings
Oklahoma
$561K – – –
PBF
806
Petix & Botte Financial
California
$549K -$288K -919 -50%
Capital Group Private Client Services
807
Capital Group Private Client Services
California
$546K – – –
EA
808
Evolution Advisers
Virginia
$546K -$81K -259 -12%
PW
809
PUREfi Wealth
Massachusetts
$540K -$33.2K -106 -6%
CQWA
810
Chokshi & Queen Wealth Advisors
California
$538K +$159K +507 +39%
SFO
811
Stenger Family Office
Illinois
$537K +$562K +1,796 New
CTWM
812
Cherry Tree Wealth Management
Minnesota
$536K – – –
WLIM
813
White Lighthouse Investment Management
Massachusetts
$533K +$313 +1 +0.1%
MIAS
814
Mason Investment Advisory Services
Virginia
$533K -$107K -343 -16%
AWA
815
Aletheian Wealth Advisors
Washington
$529K +$554K +1,771 New
EC
816
Eaton-Cambridge
Arizona
$526K +$312K +996 +130%
DFA
817
Delta Financial Advisors
Louisiana
$525K +$626 +2 +0.1%
CoreCap Advisors
818
CoreCap Advisors
Michigan
$525K +$49.4K +158 +10%
WP
819
WealthShield Partners
North Carolina
$524K – – –
WCG
820
Weaver Consulting Group
California
$521K +$24.7K +79 +5%
ES
821
ETF Store
Kansas
$520K +$1.25K +4 +0.2%
BP
822
BWM Planning
Texas
$520K -$421K -1,344 -44%
CMBA
823
C.M. Bidwell & Associates
Hawaii
$511K -$3.44K -11 -0.6%
RPCONE
824
Retirement Planning Company of New England
Rhode Island
$511K +$1.56K +5 +0.3%
RFG Advisory
825
RFG Advisory
Alabama
$508K -$21.6K -69 -4%