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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
901
Disciplined Investments
Oklahoma
$284K +$271 +1 +0.1%
XPN
902
XY Planning Network
Montana
$283K +$298K +1,101 New
AFG
903
Altiora Financial Group
Ohio
$283K – – –
Fisher Asset Management
904
Fisher Asset Management
Washington
$281K +$14.9K +55 +5%
MWA
905
Monograph Wealth Advisors
California
$281K – – –
WCWM
906
Willow Creek Wealth Management
California
$281K -$55.8K -206 -16%
CA
907
Capital Advantage
California
$280K – – –
FSWA
908
Financial Synergies Wealth Advisors
Texas
$279K +$294K +1,086 New
SC
909
Schoolcraft Capital
Colorado
$279K -$41.2K -152 -12%
Stock Yards Bank & Trust
910
Stock Yards Bank & Trust
Kentucky
$278K – – –
RP
911
Riverwater Partners
Wisconsin
$278K -$13.5K -50 -4%
Heritage Investors Management Corp
912
Heritage Investors Management Corp
Maryland
$276K – – –
MWG
913
Martin Worley Group
Utah
$275K – – –
NCM
914
Noesis Capital Mangement
Florida
$275K +$290K +1,070 New
CCA
915
Cobblestone Capital Advisors
New York
$274K -$20.9K -77 -7%
WDG
916
Wealth Dimensions Group
Ohio
$274K – – –
SPI
917
Strategic Planning Inc
Ohio
$273K +$288K +1,062 New
BA
918
Bellwether Advisors
Nebraska
$272K – – –
Confluence Wealth Services
919
Confluence Wealth Services
Pennsylvania
$271K +$298K +1,101 New
PWAM
920
Private Wealth Asset Management
Iowa
$270K +$285K +1,051 New
WCM
921
Wealthcare Capital Management
Virginia
$270K – – –
NPF
922
Norris Perne & French
Michigan
$269K – – –
NLP
923
Next Level Private
New York
$269K +$1.08K +4 +0.4%
SG
924
StoneX Group
New York
$268K -$2.98K -11 -1%
JFGIW
925
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K -$352K -1,298 -55%