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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
851
Vanguard Personalized Indexing Management
California
$440K +$180K +574 +64%
CFP
852
Catalyst Financial Partners
Massachusetts
$439K +$460K +1,470 New
SLG
853
Stanley-Laman Group
Pennsylvania
$439K +$1.25K +4 +0.3%
CAI
854
Capital Advisors Inc
Oklahoma
$438K -$51.9K -166 -10%
EPA
855
Element Pointe Advisors
Florida
$433K
GT
856
GreatBanc Trust
Illinois
$433K
BWL
857
Beacon Wealthcare LLC
North Carolina
$432K
WIP
858
WealthCare Investment Partners
Rhode Island
$431K +$166K +530 +59%
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431K
FF
860
Financial Futures
New Jersey
$430K -$3.13K -10 -0.7%
LT
861
Legacy Trust
Michigan
$429K
WG
862
Wellington Group
Indiana
$429K -$154K -493 -26%
KJWM
863
Kiley Juergens Wealth Management
Washington
$421K +$441K +1,409 New
AWA
864
Archvest Wealth Advisors
California
$419K +$939 +3 +0.2%
SSWG
865
Seven Springs Wealth Group
Tennessee
$418K
MPWT
866
MassMutual Private Wealth & Trust
Connecticut
$418K +$82.6K +264 +23%
GLLW
867
Graves Light Lenhart Wealth
Virginia
$417K
AT
868
American Trust
Kentucky
$416K
MPCL
869
My Personal CFO LLC
Washington
$416K
NPF
870
Norris Perne & French
Michigan
$415K +$106K +339 +32%
IFA
871
Index Fund Advisors
California
$413K +$313 +1 +0.1%
APW
872
Acima Private Wealth
Virginia
$412K
EFH
873
Eaton Financial Holdings
Florida
$409K -$57.3K -183 -12%
HOWA
874
Hudson Oak Wealth Advisory
New Jersey
$408K
HAG
875
HighPoint Advisor Group
Illinois
$408K -$313 -1 -0.1%