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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
751
Qube Research & Technologies (QRT)
United Kingdom
$514K +$2.98K +11 +0.6%
VIM
752
Vista Investment Management
Pennsylvania
$512K
PCM
753
Passive Capital Management
Maryland
$510K
NAS
754
Nicolet Advisory Services
Wisconsin
$510K -$14.4K -53 -3%
EFG
755
Ethos Financial Group
Pennsylvania
$505K -$631K -2,327 -55%
EPAM
756
Evelyn Partners Asset Management
$498K +$501K +1,848 New
SHF
757
Safe Harbor Fiduciary
Florida
$496K -$10.6K -39 -2%
MW
758
Marcum Wealth
Ohio
$494K
FWTB
759
First Western Trust Bank
Colorado
$491K -$30.3K -112 -6%
CGPCS
760
Capital Group Private Client Services
California
$490K +$1.63K +6 +0.3%
COCM
761
Charter Oak Capital Management
New Hampshire
$490K
CTWM
762
Cherry Tree Wealth Management
Minnesota
$490K
TBWA
763
Three Bridge Wealth Advisors
California
$490K
SWP
764
Sagespring Wealth Partners
Tennessee
$488K +$490K +1,808 New
PWM
765
PBMares Wealth Management
Virginia
$482K
ACM
766
Allred Capital Management
Texas
$482K +$1.9K +7 +0.4%
DFA
767
Delta Financial Advisors
Louisiana
$482K +$1.08K +4 +0.2%
HA
768
Herold Advisors
New York
$481K +$257K +950 +114%
AWP
769
Abacus Wealth Partners
California
$478K
AWA
770
Aletheian Wealth Advisors
Washington
$478K
KCM
771
KM Capital Management
Texas
$477K +$49.3K +182 +11%
FFO
772
Fortitude Family Office
Arizona
$475K +$2.98K +11 +0.6%
VCP
773
Verus Capital Partners
Arizona
$471K +$8.67K +32 +2%
KA
774
Klingman & Associates
New York
$468K +$13.8K +51 +3%
CAI
775
Capital Advisors Inc
Oklahoma
$465K +$30.3K +112 +7%