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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
901
Prospect Financial Group
Virginia
$317K – – –
BMD
902
Better Money Decisions
New Mexico
$316K – – –
DI
903
Disciplined Investments
Oklahoma
$315K – – –
UMB Bank
904
UMB Bank
Missouri
$314K -$11.1K -42 -4%
Confluence Wealth Services
905
Confluence Wealth Services
Pennsylvania
$314K – – –
HFA
906
High Falls Advisors
New York
$314K +$290K +1,101 New
AFG
907
Altiora Financial Group
Ohio
$314K – – –
ADL
908
Asset Dedication LLC
California
$313K -$126K -479 -30%
MWA
909
Monograph Wealth Advisors
California
$313K – – –
CF
910
Centaurus Financial
California
$312K +$17.9K +68 +7%
OWM
911
Opes Wealth Management
California
$312K -$19.8K -75 -6%
WCWM
912
Willow Creek Wealth Management
California
$312K – – –
CWA
913
Canvas Wealth Advisors
Kansas
$311K -$92.2K -350 -25%
SC
914
Schoolcraft Capital
Colorado
$309K – – –
RP
915
Riverwater Partners
Wisconsin
$308K – – –
Stock Yards Bank & Trust
916
Stock Yards Bank & Trust
Kentucky
$308K – – –
MSG
917
Main Street Group
Virginia
$307K -$28.2K -107 -9%
AWA
918
Alaska Wealth Advisors
Alaska
$306K +$283K +1,074 New
NCM
919
Noesis Capital Mangement
Florida
$305K – – –
WDG
920
Wealth Dimensions Group
Ohio
$304K – – –
BA
921
Bellwether Advisors
Nebraska
$302K – – –
Heritage Investors Management Corp
922
Heritage Investors Management Corp
Maryland
$302K -$3.95K -15 -1%
FSWA
923
Financial Synergies Wealth Advisors
Texas
$302K -$7.64K -29 -3%
PWAM
924
Private Wealth Asset Management
Iowa
$300K – – –
WCM
925
Wealthcare Capital Management
Virginia
$300K – – –