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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPW
851
Stillwater Private Wealth
Pennsylvania
$446K +$467K +1,492 New
RFN
852
Redwood Financial Network
Ohio
$444K -$14.4K -46 -3%
OHIS
853
Oak Harvest Investment Services
Texas
$441K -$19.4K -62 -4%
BWA
854
BlueChip Wealth Advisors
Georgia
$441K – – –
Vanguard Personalized Indexing Management
855
Vanguard Personalized Indexing Management
California
$440K +$180K +574 +64%
CFP
856
Catalyst Financial Partners
Massachusetts
$439K +$460K +1,470 New
SLG
857
Stanley-Laman Group
Pennsylvania
$439K +$1.25K +4 +0.3%
Capital Advisors Inc
858
Capital Advisors Inc
Oklahoma
$438K -$51.9K -166 -10%
EPA
859
Element Pointe Advisors
Florida
$433K – – –
GT
860
GreatBanc Trust
Illinois
$433K – – –
BWL
861
Beacon Wealthcare LLC
North Carolina
$432K – – –
WIP
862
WealthCare Investment Partners
Rhode Island
$431K +$166K +530 +59%
JFGIW
863
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431K – – –
FF
864
Financial Futures
New Jersey
$430K -$3.13K -10 -0.7%
LT
865
Legacy Trust
Michigan
$429K – – –
WG
866
Wellington Group
Indiana
$429K -$154K -493 -26%
WFA
867
Woodward Financial Advisors
North Carolina
$425K – – –
KJWM
868
Kiley Juergens Wealth Management
Washington
$421K +$441K +1,409 New
AWA
869
Archvest Wealth Advisors
California
$419K +$939 +3 +0.2%
SSWG
870
Seven Springs Wealth Group
Tennessee
$418K – – –
MassMutual Private Wealth & Trust
871
MassMutual Private Wealth & Trust
Connecticut
$418K +$82.6K +264 +23%
GLLW
872
Graves Light Lenhart Wealth
Virginia
$417K – – –
AT
873
American Trust
Kentucky
$416K – – –
MPCL
874
My Personal CFO LLC
Washington
$416K – – –
NPF
875
Norris Perne & French
Michigan
$415K +$106K +339 +32%