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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
851
INVST
Indiana
$249K – – –
TAM
852
TCP Asset Management
Ohio
$248K – – –
BMD
853
Better Money Decisions
New Mexico
$244K – – –
GCP
854
GSA Capital Partners
United Kingdom
$243K +$234K +973 New
AssetMark Inc
855
AssetMark Inc
California
$243K +$163K +680 +233%
KAM
856
KEB Asset Management
Illinois
$241K – – –
LIA
857
Lynx Investment Advisory
District of Columbia
$240K +$231K +961 New
SG
858
StoneX Group
New York
$237K -$73K -304 -24%
CAG
859
Crestwood Advisors Group
Massachusetts
$237K -$31.7K -132 -12%
VA
860
Valmark Advisers
Ohio
$237K – – –
H
861
HoyleCohen
California
$235K -$16.1K -67 -7%
AIA
862
Arbor Investment Advisors
North Carolina
$234K – – –
MPPLM
863
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$234K -$23.5K -98 -9%
CF
864
Centaurus Financial
California
$233K +$1.2K +5 +0.5%
UAG
865
United Advisor Group
Ohio
$233K +$224K +932 New
HWA
866
Hilltop Wealth Advisors
North Carolina
$230K -$240 -1 -0.1%
JFG
867
JDM Financial Group
Texas
$227K – – –
CFG
868
Cooper Financial Group
California
$227K -$100K -417 -31%
SIC
869
Salem Investment Counselors
North Carolina
$226K +$2.64K +11 +1%
WP
870
Wealthspan Partners
Iowa
$225K – – –
TFS
871
Thoroughbred Financial Services
Tennessee
$225K +$217K +903 New
BC
872
Burney Company
Virginia
$225K – – –
BTWM
873
Brass Tax Wealth Management
Ohio
$224K – – –
LI
874
LRI Investments
Florida
$224K – – –
PCIA
875
Prime Capital Investment Advisors
Kansas
$223K -$25.5K -106 -11%