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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
726
Denver PWM
Colorado
$360K +$342K +1,674 New
FC
727
Forte Capital
New York
$358K – – –
PP
728
Prosperity Planning
Missouri
$357K -$13.1K -64 -4%
IPW
729
IronBridge Private Wealth
Texas
$357K +$334K +1,635 New
Wedbush Securities
730
Wedbush Securities
California
$356K – – –
BOM
731
Bank of Marin
California
$355K – – –
MCM
732
Manchester Capital Management
Vermont
$354K – – –
Associated Banc-Corp
733
Associated Banc-Corp
Wisconsin
$353K -$11.2K -55 -3%
FFBTD
734
First Financial Bank - Trust Division
Ohio
$352K – – –
CMBA
735
C.M. Bidwell & Associates
Hawaii
$351K – – –
PP
736
Pegasus Partners
Wisconsin
$350K – – –
FPFS
737
First Personal Financial Services
North Carolina
$349K – – –
FG
738
Fiduciary Group
Georgia
$349K – – –
FHC
739
First Heartland Consultants
Missouri
$348K -$24.3K -119 -7%
MCM
740
Mitchell Capital Management
Kansas
$348K – – –
Capital Group Private Client Services
741
Capital Group Private Client Services
California
$347K +$1.43K +7 +0.4%
AFS
742
Axiom Financial Strategies
Indiana
$347K – – –
AA
743
ACT Advisors
North Carolina
$347K +$409 +2 +0.1%
OHIS
744
Oak Harvest Investment Services
Texas
$347K +$1.23K +6 +0.4%
CWA
745
Consilio Wealth Advisors
Washington
$345K -$9.4K -46 -3%
Regions Financial Corp
746
Regions Financial Corp
Alabama
$345K -$613 -3 -0.2%
Calamos Wealth Management
747
Calamos Wealth Management
Illinois
$344K – – –
CAC
748
Certified Advisory Corp
Florida
$341K -$13.7K -67 -4%
OA
749
Oxbow Advisors
Texas
$341K – – –
HCMT
750
Highland Capital Management (Tennessee)
Tennessee
$340K – – –