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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Western Wealth Management
Colorado
$506K -$201K -836 -29%
NAS
677
Nicolet Advisory Services
Wisconsin
$504K
KIA
678
KCM Investment Advisors
California
$504K
CRC
679
Curi RMB Capital
Illinois
$504K
GA
680
Greenspring Advisors
Maryland
$504K
TA
681
TruWealth Advisors
Louisiana
$501K
GC
682
Gratus Capital
Georgia
$499K
GC
683
Grimes & Company
Massachusetts
$498K +$35.3K +147 +8%
GEA
684
Glen Eagle Advisors
New Jersey
$496K -$126K -525 -21%
CAI
685
Capital Advisors Inc
Oklahoma
$493K +$178K +739 +60%
WLIM
686
White Lighthouse Investment Management
Massachusetts
$491K -$88.2K -367 -16%
WA
687
WBH Advisory
Maryland
$487K +$108K +451 +30%
RWM
688
Revisor Wealth Management
Ohio
$486K -$561K -2,335 -55%
CPP
689
Capasso Planning Partners
South Carolina
$484K +$149K +621 +47%
AC
690
Abbrea Capital
California
$483K
CFD
691
Creative Financial Designs
Indiana
$483K +$6.49K +27 +1%
FWTB
692
First Western Trust Bank
Colorado
$482K
MA
693
Mutual Advisors
Nebraska
$480K +$184K +767 +67%
SFP
694
Sandbox Financial Partners
Maryland
$475K +$457K +1,901 New
VIM
695
Vista Investment Management
Pennsylvania
$474K
DWM
696
Diversify Wealth Management
Utah
$473K +$479K +1,996 New
PCM
697
Passive Capital Management
Maryland
$472K
MW
698
Marcum Wealth
Ohio
$469K
RIM
699
Rockbridge Investment Management
New York
$465K
PA
700
PFG Advisors
Arizona
$464K +$447K +1,860 New