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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
Manchester Capital Management
Vermont
$266K – – –
YIH
627
Y-Intercept (HK)
Hong Kong
$266K +$2.73K +15 +0.9%
WCFA
628
Walkner Condon Financial Advisors
Wisconsin
$265K -$21.8K -120 -7%
FFBTD
629
First Financial Bank - Trust Division
Ohio
$265K – – –
FF
630
Financial Futures
New Jersey
$262K -$18.5K -102 -6%
RIS
631
Retirement Income Solutions
Michigan
$262K – – –
PP
632
Pegasus Partners
Wisconsin
$262K +$29.5K +162 +11%
MCM
633
Mitchell Capital Management
Kansas
$261K – – –
MIM
634
Miller Investment Management
Pennsylvania
$261K +$290K +1,596 New
RFC
635
Regions Financial Corp
Alabama
$259K – – –
CWC
636
Carolinas Wealth Consulting
North Carolina
$257K – – –
CGPCS
637
Capital Group Private Client Services
California
$255K -$29.6K -163 -9%
HCMT
638
Highland Capital Management (Tennessee)
Tennessee
$255K – – –
OA
639
Oxbow Advisors
Texas
$255K – – –
MW
640
Marcum Wealth
Ohio
$254K -$311K -1,713 -52%
DWA
641
Douglass Winthrop Advisors
New York
$254K +$283K +1,556 New
CWM
642
Congress Wealth Management
Massachusetts
$253K +$28.2K +155 +11%
CFGS
643
Concourse Financial Group Securities
Alabama
$252K – – –
NIM
644
Northeast Investment Management
Massachusetts
$252K – – –
APW
645
Acima Private Wealth
Virginia
$251K – – –
MIA
646
MainStreet Investment Advisors
Illinois
$251K – – –
VWM
647
Venturi Wealth Management
Texas
$249K -$11.6K -64 -4%
SBL
648
Sargent Bickham Lagudis
Colorado
$248K – – –
FT
649
Fiduciary Trust
Massachusetts
$247K – – –
SG
650
StoneX Group
New York
$247K -$106K -584 -28%