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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
626
Orser Capital Management
Texas
$401K
PCS
627
Personal CFO Solutions
New Jersey
$400K
AAS
628
Annex Advisory Services
Wisconsin
$396K
KIA
629
KCM Investment Advisors
California
$395K -$8.76K -43 -2%
MA
630
MBA Advisors
Pennsylvania
$392K +$196K +962 +93%
GC
631
Gratus Capital
Georgia
$391K
ACM
632
Allred Capital Management
Texas
$391K +$1.02K +5 +0.3%
Renaissance Technologies
633
Renaissance Technologies
New York
$391K -$916K -4,500 -69%
NCM
634
Novare Capital Management
North Carolina
$389K -$20.4K -100 -5%
MWM
635
MY Wealth Management
Maryland
$387K -$9.37K -46 -2%
VFA
636
Valeo Financial Advisors
Indiana
$386K +$12K +59 +3%
CFG
637
Cooper Financial Group
California
$386K -$70.1K -344 -15%
TNA
638
True North Advisors
Texas
$386K
WP
639
WealthSource Partners
California
$382K
NAS
640
Nicolet Advisory Services
Wisconsin
$380K
TF
641
Theory Financial
Colorado
$379K -$523K -2,568 -57%
MWM
642
Mission Wealth Management
California
$378K -$171K -842 -30%
FWTB
643
First Western Trust Bank
Colorado
$378K
AC
644
Abbrea Capital
California
$377K
JIC
645
Johnson Investment Counsel
Ohio
$376K +$27.3K +134 +7%
CFD
646
Creative Financial Designs
Indiana
$376K +$25.7K +126 +7%
BlackRock
647
BlackRock
New York
$372K
VIM
648
Vista Investment Management
Pennsylvania
$372K
CTWM
649
Cherry Tree Wealth Management
Minnesota
$371K
SWA
650
Sax Wealth Advisors
New Jersey
$371K