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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
701
Orser Capital Management
Texas
$529K -$10.1K -40 -2%
TA
702
TruWealth Advisors
Louisiana
$529K +$507 +2 +0.1%
DWM
703
Diversify Wealth Management
Utah
$527K -$2.28K -9 -0.5%
CMP
704
Courage Miller Partners
Virginia
$526K -$43.1K -170 -8%
NP
705
NorthRock Partners
Minnesota
$526K +$446K +1,759 +761%
GEA
706
Glen Eagle Advisors
New Jersey
$524K
BI
707
Beckerman Institutional
New Jersey
$515K +$496K +1,957 New
WWM
708
Western Wealth Management
Colorado
$512K -$20.8K -82 -4%
CPP
709
Capasso Planning Partners
South Carolina
$510K
NAS
710
Nicolet Advisory Services
Wisconsin
$510K +$507 +2 +0.1%
FWTB
711
First Western Trust Bank
Colorado
$508K
VIM
712
Vista Investment Management
Pennsylvania
$500K
Qube Research & Technologies (QRT)
713
Qube Research & Technologies (QRT)
United Kingdom
$498K -$53.8K -212 -10%
PCM
714
Passive Capital Management
Maryland
$498K
SHF
715
Safe Harbor Fiduciary
Florida
$494K +$476K +1,878 New
PA
716
PFG Advisors
Arizona
$493K +$3.55K +14 +0.8%
MW
717
Marcum Wealth
Ohio
$482K -$12.7K -50 -3%
BlackRock
718
BlackRock
New York
$479K +$17.3K +68 +4%
TBWA
719
Three Bridge Wealth Advisors
California
$479K
COCM
720
Charter Oak Capital Management
New Hampshire
$478K
CTWM
721
Cherry Tree Wealth Management
Minnesota
$478K
CGPCS
722
Capital Group Private Client Services
California
$477K +$1.52K +6 +0.3%
RWM
723
Revisor Wealth Management
Ohio
$474K -$37K -146 -8%
CFD
724
Creative Financial Designs
Indiana
$473K -$35K -138 -7%
PWM
725
PBMares Wealth Management
Virginia
$470K +$254 +1 +0.1%