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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
Claro Advisors
Massachusetts
$520K – – –
AWP
852
Abacus Wealth Partners
California
$520K -$23K -69 -4%
NF
853
Napier Financial
Massachusetts
$515K – – –
IFA
854
Index Fund Advisors
California
$514K +$37K +111 +8%
LFGO
855
Legacy Financial Group (Oklahoma)
Oklahoma
$513K – – –
EFH
856
Eaton Financial Holdings
Florida
$510K +$37.7K +113 +8%
DFA
857
Delta Financial Advisors
Louisiana
$510K -$91.7K -275 -16%
TCOTS
858
Trust Company of the South
North Carolina
$510K -$55K -165 -10%
OHIS
859
Oak Harvest Investment Services
Texas
$509K +$1.33K +4 +0.3%
SB
860
Strategic Blueprint
Georgia
$506K -$10.7K -32 -2%
CA
861
Centennial Advisors
Texas
$506K +$491K +1,472 New
CFP
862
Catalyst Financial Partners
Massachusetts
$506K – – –
SLG
863
Stanley-Laman Group
Pennsylvania
$505K – – –
WFA
864
Woodward Financial Advisors
North Carolina
$504K – – –
CAI
865
Capital Advisors Inc
Oklahoma
$503K – – –
WIP
866
WealthCare Investment Partners
Rhode Island
$502K +$12K +36 +3%
BWL
867
Beacon Wealthcare LLC
North Carolina
$497K – – –
JFGIW
868
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K – – –
ITIM
869
Indiana Trust & Investment Management
Indiana
$496K +$54.4K +163 +13%
FF
870
Financial Futures
New Jersey
$495K – – –
LT
871
Legacy Trust
Michigan
$494K – – –
WG
872
Wellington Group
Indiana
$493K – – –
EW
873
Expressive Wealth
Illinois
$488K – – –
RFN
874
Redwood Financial Network
Ohio
$488K -$22.7K -68 -5%
D.E. Shaw & Co
875
D.E. Shaw & Co
New York
$487K +$472K +1,416 New