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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
826
C.M. Bidwell & Associates
Hawaii
$542K -$62.5K -200 -10%
RPCONE
827
Retirement Planning Company of New England
Rhode Island
$536K -$13.7K -44 -3%
Mesirow Financial Investment Management
828
Mesirow Financial Investment Management
Illinois
$535K +$1.25K +4 +0.2%
PWPS
829
Pinnacle Wealth Planning Services
Ohio
$533K +$10.6K +34 +2%
TIAM2
830
Tru Independence Asset Management 2
Oregon
$533K – – –
PTC
831
Private Trust Company
Ohio
$531K – – –
WCG
832
Weaver Consulting Group
California
$524K – – –
SWM
833
SHP Wealth Management
Massachusetts
$523K +$519K +1,663 New
AWP
834
Abacus Wealth Partners
California
$522K -$12.2K -39 -2%
TCOTS
835
Trust Company of the South
North Carolina
$518K +$514K +1,647 New
IIM
836
IFC & Insurance Marketing
California
$517K +$513K +1,644 New
Clearstead Advisors
837
Clearstead Advisors
Ohio
$517K – – –
CPG
838
Cornerstone Planning Group
New Jersey
$514K +$501K +1,603 New
Capital Advisors Inc
839
Capital Advisors Inc
Oklahoma
$513K +$31.5K +101 +7%
Atria Investments
840
Atria Investments
North Carolina
$512K -$10.9M -35,055 -96%
BOM
841
Bank of Marin
California
$512K – – –
YWM
842
Yoder Wealth Management
California
$506K – – –
MCM
843
Mitchell Capital Management
Kansas
$505K +$2.81K +9 +0.6%
SB
844
Strategic Blueprint
Georgia
$504K -$45.3K -145 -8%
QPWM
845
Quadrant Private Wealth Management
Pennsylvania
$503K +$29.7K +95 +6%
CoreCap Advisors
846
CoreCap Advisors
Michigan
$503K -$205K -656 -29%
LFGO
847
Legacy Financial Group (Oklahoma)
Oklahoma
$497K +$25.6K +82 +5%
MEAC
848
M.E. Allison & Co
Texas
$496K +$312 +1 +0.1%
VCP
849
Verus Capital Partners
Arizona
$496K -$22.8K -73 -4%
CFD
850
Creative Financial Designs
Indiana
$493K +$2.5K +8 +0.5%