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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
826
Trevian Wealth Management
Massachusetts
$313K +$302K +1,190 New
IAP
827
Indie Asset Partners
Indiana
$313K +$301K +1,187 New
CWA
828
Consilio Wealth Advisors
Washington
$311K -$1.01K -4 -0.3%
HBW
829
Hazlett, Burt & Watson
West Virginia
$309K -$19K -75 -6%
WDG
830
Wealth Dimensions Group
Ohio
$309K +$254 +1 +0.1%
CM
831
Cornerstone Management
Georgia
$308K +$12.2K +48 +4%
Chevy Chase Trust
832
Chevy Chase Trust
Maryland
$308K -$9.64K -38 -3%
BNP Paribas Financial Markets
833
BNP Paribas Financial Markets
France
$304K -$308K -1,215 -51%
HWP
834
Hibernia Wealth Partners
Louisiana
$304K +$293K +1,156 New
PCH
835
PGIM Custom Harvest
New Jersey
$303K
RAM
836
Redmond Asset Management
Virginia
$303K
CAG
837
Crestwood Advisors Group
Massachusetts
$303K +$51.2K +202 +21%
BFG
838
Bouchey Financial Group
New York
$299K
MIA
839
MainStreet Investment Advisors
Illinois
$299K -$30.4K -120 -10%
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$299K -$30.4K -120 -10%
PA
841
Probity Advisors
Texas
$298K +$287K +1,131 New
AL
842
ACAS LLC
California
$298K
RP
843
Riverwater Partners
Wisconsin
$295K +$287K +1,130 New
VBFP
844
Valtinson Bruner Financial Planning
Minnesota
$293K
DI
845
Disciplined Investments
Oklahoma
$291K
AFG
846
Altiora Financial Group
Ohio
$290K
FPIS
847
Financial Planning & Information Services
Wisconsin
$290K +$279K +1,100 New
RWPA
848
Richard W. Paul & Associates
Michigan
$289K
MWA
849
Monograph Wealth Advisors
California
$289K +$277K +1,093 New
BA
850
Bellwether Advisors
Nebraska
$288K