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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
926
Prosperity Planning
Missouri
$410K -$16.7K -50 -4%
TWM
927
Trevian Wealth Management
Massachusetts
$409K – – –
MWM
928
Maripau Wealth Management
Indiana
$408K +$51.4K +154 +15%
CM
929
Cornerstone Management
Georgia
$407K -$12.3K -37 -3%
KJWM
930
Kiley Juergens Wealth Management
Washington
$407K -$75.1K -225 -16%
WAM
931
WNY Asset Management
New York
$407K – – –
SLWM
932
Stone Loft Wealth Management
Pennsylvania
$406K +$1.33K +4 +0.3%
CAM
933
Carret Asset Management
New York
$405K – – –
OWA
934
One Wealth Advisors
California
$405K -$33.4K -100 -8%
IWS
935
Integrity Wealth Solutions
Colorado
$404K -$4.67K -14 -1%
First Manhattan
936
First Manhattan
New York
$400K – – –
AG
937
Ascent Group
Virginia
$400K -$24K -72 -6%
GIM
938
Goelzer Investment Management
Indiana
$400K – – –
MPWT
939
MassMutual Private Wealth & Trust
Connecticut
$400K -$79.1K -237 -17%
BFIM
940
Beese Fulmer Investment Management
Ohio
$395K -$4.67K -14 -1%
DA
941
Detalus Advisors
Missouri
$394K +$130K +389 +51%
VA
942
Valmark Advisers
Ohio
$392K +$64.4K +193 +20%
RWP
943
Revolve Wealth Partners
New Jersey
$392K – – –
BFG
944
Bouchey Financial Group
New York
$391K – – –
MIA
945
MainStreet Investment Advisors
Illinois
$390K – – –
WDG
946
Wealth Dimensions Group
Ohio
$390K – – –
SOS
947
Silver Oak Securities
Tennessee
$387K -$1.46M -4,390 -80%
AFC
948
Ares Financial Consulting
California
$387K – – –
SC
949
Scotia Capital
Ontario, Canada
$386K -$2K -6 -0.5%
CF
950
Centaurus Financial
California
$386K +$8.01K +24 +2%