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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
801
WestHill Financial Advisors
California
$104K – – –
SC
802
Stephens Consulting
Michigan
$104K -$20K -110 -17%
KSWA
803
Kathleen S. Wright Associates
Pennsylvania
$96.3K +$182 +1 +0.2%
FDCDDQ
804
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.3K -$27.3K -150 -23%
HGWM
805
Harvest Group Wealth Management
Massachusetts
$95K -$57.9K -318 -38%
T2I
806
Turim 21 Investimentos
Brazil
$94.3K – – –
FA
807
Faithward Advisors
Pennsylvania
$93.2K +$81.2K +446 +910%
CT
808
Colonial Trust
South Carolina
$92.5K – – –
AA
809
Ancora Advisors
Ohio
$85.4K +$20K +110 +32%
PCTC
810
Perkins Coie Trust Company
Washington
$82.4K – – –
M
811
MOTCO
Texas
$82.2K – – –
Kayne Anderson Rudnick Investment Management
812
Kayne Anderson Rudnick Investment Management
California
$81.8K +$37.9K +208 +91%
GIA
813
Goodwin Investment Advisory
Georgia
$78.1K +$76.1K +418 New
SIS
814
Strategic Investment Solutions
Illinois
$77.8K +$75.7K +416 New
CT
815
Caldwell Trust
Florida
$76.6K – – –
TWA
816
TCI Wealth Advisors
Arizona
$75.8K -$71K -390 -49%
MHR
817
Matthew Hamilton Rosenberg
$75.3K +$73.4K +403 New
WIM
818
WealthPlan Investment Management
Nebraska
$71.9K +$70.1K +385 New
TAM
819
Tucker Asset Management
Colorado
$69.5K +$12.9K +71 +24%
PTC
820
Private Trust Company
Ohio
$68.6K -$7.28K -40 -10%
GBT
821
Grove Bank & Trust
Florida
$68.4K +$66.6K +366 New
BAM
822
Byrne Asset Management
New Jersey
$68K +$728 +4 +1%
IFS
823
Intelligent Financial Strategies
Minnesota
$65.4K – – –
AIP
824
Ameritas Investment Partners
Nebraska
$62.6K – – –
BBPWM
825
Blue Bell Private Wealth Management
Pennsylvania
$61.8K – – –