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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
826
Archvest Wealth Advisors
California
$366K -$5.69K -21 -1%
FG
827
Fiduciary Group
Georgia
$365K -$48.2K -178 -11%
RWM
828
Rialto Wealth Management
New York
$365K – – –
SXL
829
Summit X LLC
Missouri
$365K – – –
Mesirow Financial Investment Management
830
Mesirow Financial Investment Management
Illinois
$364K +$271 +1 +0.1%
SSWG
831
Seven Springs Wealth Group
Tennessee
$360K – – –
FHC
832
First Heartland Consultants
Missouri
$358K +$271 +1 +0.1%
AT
833
American Trust
Kentucky
$358K – – –
MPCL
834
My Personal CFO LLC
Washington
$357K +$542 +2 +0.1%
WIM
835
WealthPlan Investment Management
Nebraska
$357K +$1.08K +4 +0.3%
Index Fund Advisors
836
Index Fund Advisors
California
$355K +$374K +1,380 New
APW
837
Acima Private Wealth
Virginia
$355K – – –
AC
838
Avant Capital
Louisiana
$354K +$373K +1,377 New
Curi RMB Capital
839
Curi RMB Capital
Illinois
$352K +$371K +1,370 New
TAM
840
TCP Asset Management
Ohio
$352K +$102K +378 +38%
Mill Creek Capital Advisors
841
Mill Creek Capital Advisors
Pennsylvania
$350K – – –
OAM
842
Oak Asset Management
California
$350K – – –
MF
843
Meridian Financial
Massachusetts
$350K – – –
DAC
844
Dividend Assets Capital
South Carolina
$349K -$35.2K -130 -9%
HP
845
Haven Private
Florida
$348K -$13.5K -50 -4%
B
846
BetterWealth
California
$346K +$12.5K +46 +4%
CG
847
Cynosure Group
Utah
$346K +$1.35K +5 +0.4%
CWA
848
Canvas Wealth Advisors
Kansas
$342K +$1.08K +4 +0.3%
SW
849
SkyOak Wealth
Michigan
$339K +$34.7K +128 +11%
CWM
850
Cornerstone Wealth Management
Missouri
$338K -$30.9K -114 -8%