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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
401
Carnegie Investment Counsel
Ohio
$710K +$25.4K +130 +4%
TIM
402
Tortoise Investment Management
New York
$707K +$81.2K +416 +13%
OC
403
Oakworth Capital
Alabama
$692K -$332K -1,700 -33%
BA
404
Bellwether Advisors
Nebraska
$692K -$2.34K -12 -0.3%
5L
405
55I LLC
Massachusetts
$690K +$671K +3,438 New
CAM
406
Cozad Asset Management
Illinois
$680K
CM
407
Cornerstone Management
Georgia
$679K -$82.4K -422 -11%
CHA
408
Carmichael Hill & Associates
Maryland
$678K +$586 +3 +0.1%
SC
409
Slow Capital
California
$673K +$12.1K +62 +2%
PO
410
Private Ocean
California
$668K
TFM
411
TFC Financial Management
Massachusetts
$661K
PFA
412
Pure Financial Advisors
California
$654K +$10.3K +53 +2%
BWP
413
BSW Wealth Partners
Colorado
$652K
DIP
414
DT Investment Partners
Pennsylvania
$652K
CHC
415
City Holding Co
West Virginia
$647K -$53.7K -275 -8%
AC
416
Asio Capital
Kentucky
$646K +$111K +568 +21%
PCS
417
Personal CFO Solutions
New Jersey
$644K
Renaissance Technologies
418
Renaissance Technologies
New York
$642K +$410K +2,100 +191%
CFGS
419
Concourse Financial Group Securities
Alabama
$629K -$105K -537 -15%
PWA
420
Peterson Wealth Advisors
Utah
$617K +$10.3K +53 +2%
RA
421
RFG Advisory
Alabama
$613K -$162K -829 -21%
MCM
422
Maryland Capital Management
Maryland
$611K -$35.3K -181 -6%
PWM
423
PBMares Wealth Management
Virginia
$607K -$817K -4,188 -58%
PBF
424
Petix & Botte Financial
California
$604K
ACM
425
Allred Capital Management
Texas
$604K +$1.17K +6 +0.2%