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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
901
Disciplined Investments
Oklahoma
$340K – – –
Confluence Wealth Services
902
Confluence Wealth Services
Pennsylvania
$339K – – –
AFG
903
Altiora Financial Group
Ohio
$339K – – –
AWMS
904
Advocacy Wealth Management Services
Georgia
$338K -$1.23M -4,167 -79%
ADL
905
Asset Dedication LLC
California
$338K – – –
MWA
906
Monograph Wealth Advisors
California
$337K – – –
WDG
907
Wealth Dimensions Group
Ohio
$337K +$8.88K +30 +3%
CF
908
Centaurus Financial
California
$337K – – –
OWM
909
Opes Wealth Management
California
$336K – – –
WCWM
910
Willow Creek Wealth Management
California
$336K – – –
Qube Research & Technologies (QRT)
911
Qube Research & Technologies (QRT)
United Kingdom
$334K -$165K -556 -34%
IWB
912
Innovative Wealth Building
Maryland
$334K +$57.7K +195 +22%
Stock Yards Bank & Trust
913
Stock Yards Bank & Trust
Kentucky
$332K – – –
MSG
914
Main Street Group
Virginia
$331K – – –
RP
915
Riverwater Partners
Wisconsin
$331K -$1.78K -6 -0.6%
HFA
916
High Falls Advisors
New York
$330K -$8.29K -28 -3%
Curi RMB Capital
917
Curi RMB Capital
Illinois
$329K +$82K +277 +35%
NLP
918
Next Level Private
New York
$324K +$1.48K +5 +0.5%
JWA
919
JFS Wealth Advisors
Pennsylvania
$323K -$103K -347 -25%
WCM
920
Wealthcare Capital Management
Virginia
$323K – – –
EWP
921
Equity Wealth Partners
Missouri
$323K +$310K +1,048 New
NPF
922
Norris Perne & French
Michigan
$323K – – –
SG
923
StoneX Group
New York
$323K +$296 +1 +0.1%
FSWA
924
Financial Synergies Wealth Advisors
Texas
$322K -$2.96K -10 -0.9%
CCM
925
Canal Capital Management
Virginia
$322K +$888 +3 +0.3%