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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
901
Indiana Trust & Investment Management
Indiana
$382K – – –
OWA
902
One Wealth Advisors
California
$382K -$274K -877 -41%
NCM
903
Noesis Capital Mangement
Florida
$380K +$167K +534 +72%
CGA
904
Crescent Grove Advisors
Illinois
$377K – – –
HIS
905
Harvest Investment Services
Illinois
$374K – – –
GCA
906
Greenwood Capital Associates
South Carolina
$374K – – –
GCM
907
Gambit Capital Management
Tennessee
$374K +$77.6K +248 +25%
OA
908
Oxbow Advisors
Texas
$373K – – –
CWM
909
Centric Wealth Management
Illinois
$372K +$2.82K +9 +0.8%
PP
910
Prosperity Planning
Missouri
$371K -$3.75K -12 -1%
AG
911
Ascent Group
Virginia
$369K -$22.2K -71 -5%
BFS
912
BridgePort Financial Solutions
Iowa
$366K +$25.3K +81 +7%
SG
913
StoneX Group
New York
$366K -$340K -1,087 -47%
KPWG
914
KFA Private Wealth Group
Virginia
$365K – – –
CM
915
Cornerstone Management
Georgia
$365K +$8.76K +28 +2%
CMP
916
Courage Miller Partners
Virginia
$364K – – –
TAM
917
Titleist Asset Management
Texas
$364K +$45.7K +146 +14%
SW
918
SkyOak Wealth
Michigan
$360K – – –
MF
919
Meridian Financial
Massachusetts
$359K -$18.8K -60 -5%
IAA
920
Ironsides Asset Advisors
North Carolina
$359K – – –
CP
921
Creekside Partners
California
$358K +$626 +2 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
922
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$356K +$373K +1,191 New
TWM
923
Trevian Wealth Management
Massachusetts
$356K – – –
IWS
924
Integrity Wealth Solutions
Colorado
$355K -$57.6K -184 -13%
BFG
925
Bouchey Financial Group
New York
$355K – – –