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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
851
Meridian Financial
Massachusetts
$419K
FHC
852
First Heartland Consultants
Missouri
$418K
CG
853
Cynosure Group
Utah
$416K +$1.18K +4 +0.3%
FG
854
Fiduciary Group
Georgia
$413K -$2.96K -10 -0.7%
WRPWM
855
Werba Rubin Papier Wealth Management
California
$406K +$146K +493 +60%
PWP
856
Principle Wealth Partners
Connecticut
$403K +$296 +1 +0.1%
AG
857
Ascent Group
Virginia
$402K -$21K -71 -5%
PCIA
858
Prime Capital Investment Advisors
Kansas
$402K +$102K +344 +36%
BFIM
859
Beese Fulmer Investment Management
Ohio
$397K +$592 +2 +0.2%
WI
860
Wedgewood Investors
Pennsylvania
$396K
ITIM
861
Indiana Trust & Investment Management
Indiana
$393K
PCH
862
PGIM Custom Harvest
New Jersey
$391K
CGA
863
Crescent Grove Advisors
Illinois
$389K
PP
864
Prosperity Planning
Missouri
$386K -$64.3K -217 -15%
GCA
865
Greenwood Capital Associates
South Carolina
$385K
OA
866
Oxbow Advisors
Texas
$385K
First Manhattan
867
First Manhattan
New York
$384K -$592 -2 -0.2%
UBV
868
United Bank (Virginia)
Virginia
$377K
CM
869
Cornerstone Management
Georgia
$377K -$12.7K -43 -3%
BWP
870
Barlow Wealth Partners
Kentucky
$376K
KPWG
871
KFA Private Wealth Group
Virginia
$376K
BMCM
872
Bryn Mawr Capital Management
Pennsylvania
$376K +$296 +1 +0.1%
CMP
873
Courage Miller Partners
Virginia
$375K -$20.1K -68 -5%
SW
874
SkyOak Wealth
Michigan
$370K -$33.8K -114 -9%
UF
875
Univest Financial
Pennsylvania
$370K +$356K +1,203 New