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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
676
Charter Oak Capital Management
New Hampshire
$326K – – –
WIA
677
World Investment Advisors
California
$325K -$611 -3 -0.2%
BWL
678
Bogart Wealth LLC
Virginia
$324K – – –
WCG
679
Weaver Consulting Group
California
$324K – – –
FC
680
Forte Capital
New York
$322K – – –
WS
681
Wedbush Securities
California
$320K +$14.5K +71 +5%
CAC
682
Certified Advisory Corp
Florida
$319K -$307K -1,509 -48%
BOM
683
Bank of Marin
California
$318K – – –
FW
684
FirstPurpose Wealth
Utah
$318K -$8.15K -40 -2%
MCM
685
Manchester Capital Management
Vermont
$318K – – –
FFBTD
686
First Financial Bank - Trust Division
Ohio
$315K -$1.83K -9 -0.6%
CMBA
687
C.M. Bidwell & Associates
Hawaii
$315K -$39.9K -196 -11%
CWA
688
Consilio Wealth Advisors
Washington
$314K – – –
PP
689
Pegasus Partners
Wisconsin
$314K – – –
FPFS
690
First Personal Financial Services
North Carolina
$313K – – –
FG
691
Fiduciary Group
Georgia
$313K -$12K -59 -4%
MCM
692
Mitchell Capital Management
Kansas
$312K – – –
CCA
693
Cobblestone Capital Advisors
New York
$312K -$1.43K -7 -0.4%
AFS
694
Axiom Financial Strategies
Indiana
$312K – – –
AA
695
ACT Advisors
North Carolina
$311K -$216K -1,059 -40%
CGPCS
696
Capital Group Private Client Services
California
$310K +$1.02K +5 +0.3%
OHIS
697
Oak Harvest Investment Services
Texas
$310K -$1.22K -6 -0.4%
RFC
698
Regions Financial Corp
Alabama
$310K -$42.2K -207 -12%
GLA
699
Good Life Advisors
Pennsylvania
$309K +$88.8K +436 +38%
CWM
700
Calamos Wealth Management
Illinois
$308K -$3.67K -18 -1%