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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
701
Zacks Investment Management
Illinois
$457K
TBWA
702
Three Bridge Wealth Advisors
California
$455K
CTWM
703
Cherry Tree Wealth Management
Minnesota
$453K -$19.7K -82 -4%
COCM
704
Charter Oak Capital Management
New Hampshire
$453K +$36.5K +152 +9%
CGPCS
705
Capital Group Private Client Services
California
$451K +$1.44K +6 +0.3%
PWM
706
PBMares Wealth Management
Virginia
$446K -$240 -1 -0.1%
DFA
707
Delta Financial Advisors
Louisiana
$445K
ACM
708
Allred Capital Management
Texas
$443K -$8.65K -36 -2%
AWP
709
Abacus Wealth Partners
California
$442K -$6.73K -28 -2%
AWA
710
Aletheian Wealth Advisors
Washington
$442K
BlackRock
711
BlackRock
New York
$438K
FFO
712
Fortitude Family Office
Arizona
$435K
FPB
713
First PREMIER Bank
South Dakota
$433K
RPCONE
714
Retirement Planning Company of New England
Rhode Island
$432K -$1.2K -5 -0.3%
HFS
715
Hoge Financial Services
Pennsylvania
$428K +$480 +2 +0.1%
GLLW
716
Graves Light Lenhart Wealth
Virginia
$423K -$98K -408 -19%
KA
717
Klingman & Associates
New York
$421K
AAS
718
Annex Advisory Services
Wisconsin
$416K
HWM
719
HighMark Wealth Management
Minnesota
$416K
SWA
720
Stratos Wealth Advisors
Ohio
$416K
BWL
721
Bogart Wealth LLC
Virginia
$413K
WCG
722
Weaver Consulting Group
California
$413K
IPW
723
IronBridge Private Wealth
Texas
$408K
BOM
724
Bank of Marin
California
$406K
MCM
725
Manchester Capital Management
Vermont
$405K