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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
751
Advantage Trust Company
Kansas
$628K -$2.37K -8 -0.4%
QP
752
Quartz Partners
New York
$627K – – –
RWM
753
Rezny Wealth Management
Florida
$626K – – –
TWM
754
TSA Wealth Management
Texas
$622K -$7.11K -24 -1%
KIA
755
KCM Investment Advisors
California
$622K – – –
PI
756
PFG Investments
New York
$621K -$52.7K -178 -8%
TA
757
TruWealth Advisors
Louisiana
$620K +$296 +1 +0%
EF
758
Envision Financial
Wisconsin
$612K +$888 +3 +0.2%
BA
759
Bridgewater Advisors
New York
$612K – – –
GA
760
Greenspring Advisors
Maryland
$611K +$587K +1,984 New
BI
761
Beckerman Institutional
New Jersey
$602K – – –
COCM
762
Charter Oak Capital Management
New Hampshire
$602K +$41.7K +141 +8%
RIA
763
Regal Investment Advisors
Michigan
$600K +$15.7K +53 +3%
CQWA
764
Chokshi & Queen Wealth Advisors
California
$598K -$3.85K -13 -0.7%
Benjamin Edwards Inc
765
Benjamin Edwards Inc
Missouri
$595K -$888 -3 -0.2%
RFG Advisory
766
RFG Advisory
Alabama
$594K -$14.5K -49 -2%
CMBA
767
C.M. Bidwell & Associates
Hawaii
$591K +$13.3K +45 +2%
Foster Group
768
Foster Group
Iowa
$589K -$4.74K -16 -0.8%
PW
769
PUREfi Wealth
Massachusetts
$589K – – –
VIM
770
Vista Investment Management
Pennsylvania
$585K – – –
Barclays
771
Barclays
United Kingdom
$585K +$563K +1,900 New
C
772
Certuity
Florida
$584K +$269K +907 +92%
Sowell Financial Services
773
Sowell Financial Services
Arkansas
$583K +$67.8K +229 +14%
PCM
774
Passive Capital Management
Maryland
$582K – – –
LWM
775
LongView Wealth Management
Georgia
$580K -$10.4K -35 -2%