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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HP
826
Haven Private
Florida
$378K +$380K +1,402 New
Zacks Investment Management
827
Zacks Investment Management
Illinois
$378K +$1.63K +6 +0.4%
SSWG
828
Seven Springs Wealth Group
Tennessee
$378K – – –
WPC
829
Waters Parkerson & Co
Louisiana
$376K – – –
AT
830
American Trust
Kentucky
$375K – – –
FHC
831
First Heartland Consultants
Missouri
$375K – – –
MPCL
832
My Personal CFO LLC
Washington
$375K +$813 +3 +0.2%
WIM
833
WealthPlan Investment Management
Nebraska
$374K – – –
APW
834
Acima Private Wealth
Virginia
$372K – – –
Mill Creek Capital Advisors
835
Mill Creek Capital Advisors
Pennsylvania
$368K – – –
OAM
836
Oak Asset Management
California
$367K – – –
MF
837
Meridian Financial
Massachusetts
$367K – – –
BOSSRA
838
B.O.S.S. Retirement Advisors
Utah
$366K +$368K +1,358 New
SIM
839
Studio Investment Management
Illinois
$364K +$366K +1,350 New
CG
840
Cynosure Group
Utah
$362K +$364K +1,342 New
MSFS
841
Main Street Financial Solutions
Pennsylvania
$357K -$64.8K -239 -15%
Quadrant Capital Group
842
Quadrant Capital Group
Ohio
$354K +$11.1K +41 +3%
PWG
843
Portside Wealth Group
Utah
$354K +$355K +1,311 New
PWP
844
Principle Wealth Partners
Connecticut
$353K -$40.9K -151 -10%
B
845
BetterWealth
California
$351K +$84K +310 +31%
WCWM
846
Willow Creek Wealth Management
California
$350K -$15.2K -56 -4%
RA
847
Riversedge Advisors
Delaware
$349K +$1.35K +5 +0.4%
WI
848
Wedgewood Investors
Pennsylvania
$347K – – –
ITIM
849
Indiana Trust & Investment Management
Indiana
$345K – – –
Benjamin Edwards Inc
850
Benjamin Edwards Inc
Missouri
$343K +$10.3K +38 +3%