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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
876
Seven Springs Wealth Group
Tennessee
$481K
HAG
877
HighPoint Advisor Group
Illinois
$480K +$10.3K +31 +2%
FWA
878
Flagship Wealth Advisors
Massachusetts
$480K +$216K +646 +86%
GLLW
879
Graves Light Lenhart Wealth
Virginia
$480K
AT
880
American Trust
Kentucky
$479K
MPCL
881
My Personal CFO LLC
Washington
$478K
WRPWM
882
Werba Rubin Papier Wealth Management
California
$477K +$21.7K +65 +5%
HOWA
883
Hudson Oak Wealth Advisory
New Jersey
$475K +$5.34K +16 +1%
APW
884
Acima Private Wealth
Virginia
$475K
Vanguard Personalized Indexing Management
885
Vanguard Personalized Indexing Management
California
$473K -$32.7K -98 -7%
OAM
886
Oak Asset Management
California
$468K
FHC
887
First Heartland Consultants
Missouri
$463K -$3.67K -11 -0.8%
PEWA
888
Pacific Excel Wealth Advisors
California
$461K +$447K +1,340 New
HFO
889
Heritage Family Offices
Arizona
$461K +$168K +503 +60%
HIP
890
HUB Investment Partners
Texas
$457K
HBW
891
Hazlett, Burt & Watson
West Virginia
$454K +$67.1K +201 +18%
RWM
892
Rialto Wealth Management
New York
$452K +$1K +3 +0.2%
PWP
893
Principle Wealth Partners
Connecticut
$451K
PCIA
894
Prime Capital Investment Advisors
Kansas
$449K
WP
895
WealthShield Partners
North Carolina
$445K -$152K -457 -26%
SW
896
SteelPeak Wealth
California
$445K +$431K +1,293 New
FG
897
Fiduciary Group
Georgia
$444K -$1.67K -5 -0.4%
WI
898
Wedgewood Investors
Pennsylvania
$443K
GW
899
Griffith & Werner
Georgia
$440K +$427K +1,279 New
PWA
900
Peterson Wealth Advisors
Utah
$439K -$667 -2 -0.2%