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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Greenleaf Trust
576
Greenleaf Trust
Michigan
$1.43M – – –
G
577
GenTrust
Florida
$1.43M – – –
DAC
578
Dutch Asset Corp
New York
$1.42M +$1.41M +4,513 New
NCM
579
Next Capital Management
New York
$1.42M – – –
Carnegie Investment Counsel
580
Carnegie Investment Counsel
Ohio
$1.42M +$282K +903 +25%
FWP
581
FAS Wealth Partners
Kansas
$1.41M +$5K +16 +0.4%
EPW
582
Endeavor Private Wealth
Kansas
$1.41M – – –
CW
583
Cedarwood Wealth
Colorado
$1.4M +$1.37M +4,398 New
Anchor Capital Advisors
584
Anchor Capital Advisors
Massachusetts
$1.4M – – –
Nicholas Hoffman & Company
585
Nicholas Hoffman & Company
Georgia
$1.4M +$72.1K +231 +5%
BMM
586
Berkshire Money Management
Massachusetts
$1.39M +$1.38M +4,420 New
MCM
587
MontVue Capital Management
Virginia
$1.39M – – –
Sigma Planning Corp
588
Sigma Planning Corp
Michigan
$1.38M -$85.3K -273 -6%
TBC
589
Ted Buchan & Co
California
$1.38M +$280K +897 +26%
SIM
590
Studio Investment Management
Illinois
$1.36M +$272K +872 +25%
BIA
591
Bell Investment Advisors
California
$1.36M -$70.6K -226 -5%
Arax Advisory Partners
592
Arax Advisory Partners
Colorado
$1.35M +$1.34M +4,304 New
Luther King Capital Management (LKCM)
593
Luther King Capital Management (LKCM)
Texas
$1.35M – – –
MWM
594
Maridea Wealth Management
New York
$1.35M -$93.7K -300 -7%
RA
595
Rodgers & Associates
Pennsylvania
$1.33M – – –
TF
596
Tenzing Financial
Virginia
$1.32M +$1.31M +4,191 New
Advisors Capital Management
597
Advisors Capital Management
New Jersey
$1.31M +$98.1K +314 +8%
SWM
598
Silverlake Wealth Management
Vermont
$1.31M -$50.9K -163 -4%
FCM
599
Fortis Capital Management
Washington
$1.31M +$10.9K +35 +0.9%
PFG
600
Pacific Financial Group
Washington
$1.3M – – –