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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
826
Creekside Partners
California
$313K +$254 +1 +0.1%
TWM
827
Trevian Wealth Management
Massachusetts
$313K +$302K +1,190 New
IAP
828
Indie Asset Partners
Indiana
$313K +$301K +1,187 New
CWA
829
Consilio Wealth Advisors
Washington
$311K -$1.01K -4 -0.3%
HBW
830
Hazlett, Burt & Watson
West Virginia
$309K -$19K -75 -6%
WDG
831
Wealth Dimensions Group
Ohio
$309K +$254 +1 +0.1%
CM
832
Cornerstone Management
Georgia
$308K +$12.2K +48 +4%
Chevy Chase Trust
833
Chevy Chase Trust
Maryland
$308K -$9.64K -38 -3%
BNP Paribas Financial Markets
834
BNP Paribas Financial Markets
France
$304K -$308K -1,215 -51%
HWP
835
Hibernia Wealth Partners
Louisiana
$304K +$293K +1,156 New
PGIM Custom Harvest
836
PGIM Custom Harvest
New Jersey
$303K – – –
RAM
837
Redmond Asset Management
Virginia
$303K – – –
Crestwood Advisors Group
838
Crestwood Advisors Group
Massachusetts
$303K +$51.2K +202 +21%
BFG
839
Bouchey Financial Group
New York
$299K – – –
MIA
840
MainStreet Investment Advisors
Illinois
$299K -$30.4K -120 -10%
MassMutual Private Wealth & Trust
841
MassMutual Private Wealth & Trust
Connecticut
$299K -$30.4K -120 -10%
PA
842
Probity Advisors
Texas
$298K +$287K +1,131 New
AL
843
ACAS LLC
California
$298K – – –
RP
844
Riverwater Partners
Wisconsin
$295K +$287K +1,130 New
VBFP
845
Valtinson Bruner Financial Planning
Minnesota
$293K – – –
DI
846
Disciplined Investments
Oklahoma
$291K – – –
AFG
847
Altiora Financial Group
Ohio
$290K – – –
FPIS
848
Financial Planning & Information Services
Wisconsin
$290K +$279K +1,100 New
RWPA
849
Richard W. Paul & Associates
Michigan
$289K – – –
MWA
850
Monograph Wealth Advisors
California
$289K +$277K +1,093 New