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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPC
876
Bearing Point Capital
Minnesota
$486K +$31.7K +95 +7%
KPWG
877
KFA Private Wealth Group
Virginia
$486K +$64K +192 +16%
VCP
878
Verus Capital Partners
Arizona
$484K -$54.4K -163 -10%
AWA
879
Archvest Wealth Advisors
California
$483K +$1.33K +4 +0.3%
SSWG
880
Seven Springs Wealth Group
Tennessee
$481K – – –
HAG
881
HighPoint Advisor Group
Illinois
$480K +$10.3K +31 +2%
FWA
882
Flagship Wealth Advisors
Massachusetts
$480K +$216K +646 +86%
GLLW
883
Graves Light Lenhart Wealth
Virginia
$480K – – –
AT
884
American Trust
Kentucky
$479K – – –
MPCL
885
My Personal CFO LLC
Washington
$478K – – –
WRPWM
886
Werba Rubin Papier Wealth Management
California
$477K +$21.7K +65 +5%
HOWA
887
Hudson Oak Wealth Advisory
New Jersey
$475K +$5.34K +16 +1%
APW
888
Acima Private Wealth
Virginia
$475K – – –
Vanguard Personalized Indexing Management
889
Vanguard Personalized Indexing Management
California
$473K -$32.7K -98 -7%
OAM
890
Oak Asset Management
California
$468K – – –
FHC
891
First Heartland Consultants
Missouri
$463K -$3.67K -11 -0.8%
PEWA
892
Pacific Excel Wealth Advisors
California
$461K +$447K +1,340 New
HFO
893
Heritage Family Offices
Arizona
$461K +$168K +503 +60%
HIP
894
HUB Investment Partners
Texas
$457K – – –
HBW
895
Hazlett, Burt & Watson
West Virginia
$454K +$67.1K +201 +18%
RWM
896
Rialto Wealth Management
New York
$452K +$1K +3 +0.2%
PWP
897
Principle Wealth Partners
Connecticut
$451K – – –
PCIA
898
Prime Capital Investment Advisors
Kansas
$449K – – –
WP
899
WealthShield Partners
North Carolina
$445K -$152K -457 -26%
SW
900
SteelPeak Wealth
California
$445K +$431K +1,293 New