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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
826
TSA Wealth Management
Texas
$507K -$91K -291 -15%
TIAM2
827
Tru Independence Asset Management 2
Oregon
$506K – – –
PTC
828
Private Trust Company
Ohio
$504K – – –
SRC
829
Shufro Rose & Co
New York
$502K -$188K -600 -26%
SWM
830
SHP Wealth Management
Massachusetts
$497K – – –
PRP
831
Peak Retirement Planning
Ohio
$495K -$279K -892 -35%
TCOTS
832
Trust Company of the South
North Carolina
$492K – – –
IIM
833
IFC & Insurance Marketing
California
$492K +$626 +2 +0.1%
WPC
834
Waters Parkerson & Co
Louisiana
$491K -$101K -322 -16%
MCM
835
Mitchell Capital Management
Kansas
$479K – – –
EW
836
Expressive Wealth
Illinois
$479K -$23.5K -75 -5%
AWP
837
Abacus Wealth Partners
California
$472K -$24.4K -78 -5%
YWM
838
Yoder Wealth Management
California
$472K -$8.13K -26 -2%
MEAC
839
M.E. Allison & Co
Texas
$471K +$313 +1 +0.1%
PWPS
840
Pinnacle Wealth Planning Services
Ohio
$470K -$37.5K -120 -7%
VCP
841
Verus Capital Partners
Arizona
$470K -$1.25K -4 -0.3%
HCMT
842
Highland Capital Management (Tennessee)
Tennessee
$466K – – –
MAWA
843
Moss Adams Wealth Advisors
Washington
$458K – – –
FFBTD
844
First Financial Bank - Trust Division
Ohio
$457K – – –
CA
845
Claro Advisors
Massachusetts
$452K -$4.69K -15 -1%
SB
846
Strategic Blueprint
Georgia
$449K -$30.7K -98 -6%
Regions Financial Corp
847
Regions Financial Corp
Alabama
$448K – – –
CFD
848
Creative Financial Designs
Indiana
$448K -$21.3K -68 -4%
NF
849
Napier Financial
Massachusetts
$447K +$468K +1,497 New
LFGO
850
Legacy Financial Group (Oklahoma)
Oklahoma
$446K -$27.2K -87 -6%