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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1101
Highline Wealth Partners
California
$65K +$271 +1 +0.4%
RLIM
1102
Red Lighthouse Investment Management
New York
$64.5K – – –
AIP
1103
Ameritas Investment Partners
Nebraska
$63.4K -$8.13K -30 -11%
CIAS
1104
Capital Investment Advisory Services
North Carolina
$63.1K -$49.6K -183 -44%
VDBMI
1105
Van Den Berg Management I
Texas
$63.1K -$39K -144 -38%
PIA
1106
Powell Investment Advisors
Florida
$61.2K – – –
RP
1107
Rice Partnership
Hawaii
$60.1K – – –
CWC
1108
Carolinas Wealth Consulting
North Carolina
$59K – – –
CFP
1109
Comprehensive Financial Planning
Pennsylvania
$57.3K +$57.4K +212 New
RMC
1110
Resources Management Corp
Connecticut
$57K – – –
BCA
1111
Bray Capital Advisors
Florida
$56.6K – – –
MFG
1112
Menard Financial Group
Texas
$55.8K +$56.1K +207 New
LWA
1113
Lowe Wealth Advisors
Maryland
$53.9K – – –
OP
1114
ORG Partners
Indiana
$53.7K +$53.9K +199 New
PWA
1115
Principia Wealth Advisory
Texas
$53.1K +$53.4K +197 New
CCM
1116
Chilton Capital Management
Texas
$51K – – –
OCM
1117
Orion Capital Management
California
$49.1K +$49.3K +182 New
NSIM
1118
North Star Investment Management
Illinois
$45.8K – – –
WA
1119
WestEnd Advisors
North Carolina
$45.4K +$45.5K +168 New
JHCP
1120
Jackson Hole Capital Partners
Oklahoma
$44.1K +$271 +1 +0.6%
MEG
1121
Millstone Evans Group
Colorado
$43.2K +$43.4K +160 New
SIS
1122
Sound Income Strategies
Florida
$42.3K – – –
HRC
1123
Hoertkorn Richard Charles
$39.1K – – –
WIM
1124
Westside Investment Management
California
$38.6K – – –
SS
1125
Sunbelt Securities
Texas
$38.5K +$12.2K +45 +46%