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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
901
Smith Partners Wealth Management
North Carolina
$398K +$395K +1,265 New
CGA
902
Crescent Grove Advisors
Illinois
$397K
MF
903
Meridian Financial
Massachusetts
$397K -$31.2K -100 -7%
PP
904
Prosperity Planning
Missouri
$395K
HIS
905
Harvest Investment Services
Illinois
$394K -$58.1K -186 -13%
GCA
906
Greenwood Capital Associates
South Carolina
$394K
OA
907
Oxbow Advisors
Texas
$393K
GWP
908
Gateway Wealth Partners
Wisconsin
$392K +$136K +435 +54%
BWP
909
Barlow Wealth Partners
Kentucky
$390K
UBV
910
United Bank (Virginia)
Virginia
$386K
KPWG
911
KFA Private Wealth Group
Virginia
$384K
CMP
912
Courage Miller Partners
Virginia
$384K
SW
913
SkyOak Wealth
Michigan
$379K
UF
914
Univest Financial
Pennsylvania
$379K
IAA
915
Ironsides Asset Advisors
North Carolina
$378K
SOS
916
Silver Oak Securities
Tennessee
$377K +$90.2K +289 +32%
CP
917
Creekside Partners
California
$377K +$625 +2 +0.2%
AIC
918
Allodium Investment Consultants
Minnesota
$376K -$88.1K -282 -19%
CM
919
Cornerstone Management
Georgia
$376K -$9.37K -30 -2%
TWM
920
Trevian Wealth Management
Massachusetts
$375K
First Manhattan
921
First Manhattan
New York
$374K -$17.2K -55 -4%
BWM
922
BKM Wealth Management
Wisconsin
$373K
CAM
923
Carret Asset Management
New York
$371K
MWM
924
MY Wealth Management
Maryland
$365K -$8.12K -26 -2%
SWM
925
SK Wealth Management
Rhode Island
$364K +$937 +3 +0.3%