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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NorthRock Partners
776
NorthRock Partners
Minnesota
$436K -$116K -427 -20%
TIAM2
777
Tru Independence Asset Management 2
Oregon
$435K +$458K +1,692 New
GLLW
778
Graves Light Lenhart Wealth
Virginia
$434K – – –
YWM
779
Yoder Wealth Management
California
$429K – – –
PWPS
780
Pinnacle Wealth Planning Services
Ohio
$426K +$30.6K +113 +7%
Bogart Wealth LLC
781
Bogart Wealth LLC
Virginia
$426K – – –
Sowell Financial Services
782
Sowell Financial Services
Arkansas
$425K +$448K +1,655 New
WCG
783
Weaver Consulting Group
California
$425K – – –
WPC
784
Waters Parkerson & Co
Louisiana
$422K +$67.7K +250 +18%
ACM
785
Allred Capital Management
Texas
$421K -$40.1K -148 -8%
RIM
786
Rockbridge Investment Management
New York
$421K -$4.61K -17 -1%
IPW
787
IronBridge Private Wealth
Texas
$420K – – –
MCM
788
Manchester Capital Management
Vermont
$417K – – –
OHIS
789
Oak Harvest Investment Services
Texas
$416K +$1.63K +6 +0.4%
CFD
790
Creative Financial Designs
Indiana
$412K -$16K -59 -4%
CMP
791
Courage Miller Partners
Virginia
$410K -$109K -402 -20%
MCM
792
Mitchell Capital Management
Kansas
$410K – – –
PRP
793
Peak Retirement Planning
Ohio
$410K +$13.8K +51 +3%
SFP
794
Sandbox Financial Partners
Maryland
$410K +$42.5K +157 +11%
Grimes & Company
795
Grimes & Company
Massachusetts
$408K +$1.63K +6 +0.4%
BMCM
796
Bryn Mawr Capital Management
Pennsylvania
$407K -$3.04M -11,205 -88%
WA
797
WBH Advisory
Maryland
$407K +$813 +3 +0.2%
ADL
798
Asset Dedication LLC
California
$405K -$21.9K -81 -5%
HCMT
799
Highland Capital Management (Tennessee)
Tennessee
$405K +$4.33K +16 +1%
MEAC
800
M.E. Allison & Co
Texas
$405K +$271 +1 +0.1%