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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Alpha Cubed Investments
826
Alpha Cubed Investments
California
$453K +$39.4K +133 +10%
WFA
827
Woodward Financial Advisors
North Carolina
$451K – – –
BPW
828
BLVD Private Wealth
Kentucky
$448K – – –
FF
829
Financial Futures
New Jersey
$446K – – –
AWA
830
Arete Wealth Advisors
Illinois
$446K -$36.4K -123 -8%
GT
831
GreatBanc Trust
Illinois
$446K +$429K +1,448 New
GQG Partners
832
GQG Partners
Florida
$446K -$405K -1,369 -49%
BWL
833
Beacon Wealthcare LLC
North Carolina
$445K – – –
HIS
834
Harvest Investment Services
Illinois
$443K -$33.8K -114 -7%
LT
835
Legacy Trust
Michigan
$442K -$10.4K -35 -2%
WIM
836
WealthPlan Investment Management
Nebraska
$440K +$888 +3 +0.2%
AWA
837
Archvest Wealth Advisors
California
$440K +$888 +3 +0.2%
RWM
838
Rialto Wealth Management
New York
$433K -$3.85K -13 -0.9%
PRP
839
Peak Retirement Planning
Ohio
$433K +$1.18K +4 +0.3%
SSWG
840
Seven Springs Wealth Group
Tennessee
$431K – – –
NOI
841
Newton One Investments
Delaware
$431K -$11.3K -38 -3%
Gerber Kawasaki Wealth & Investment Management
842
Gerber Kawasaki Wealth & Investment Management
California
$430K -$78.2K -264 -16%
AT
843
American Trust
Kentucky
$429K – – –
PG
844
Prostatis Group
Maryland
$426K +$28.7K +97 +8%
Index Fund Advisors
845
Index Fund Advisors
California
$425K +$296 +1 +0.1%
APW
846
Acima Private Wealth
Virginia
$425K – – –
PWM
847
PBMares Wealth Management
Virginia
$424K -$295K -997 -42%
IWS
848
Integrity Wealth Solutions
Colorado
$421K -$6.22K -21 -2%
PPWM
849
PFG Private Wealth Management
Florida
$421K +$404K +1,366 New
DAC
850
Dividend Assets Capital
South Carolina
$421K – – –