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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
951
NorthCrest Asset Manangement
Minnesota
$386K +$371K +1,113 New
PWAM
952
Private Wealth Asset Management
Iowa
$382K – – –
GCM
953
Gambit Capital Management
Tennessee
$381K -$47K -141 -11%
IWB
954
Innovative Wealth Building
Maryland
$381K +$4.67K +14 +1%
RFC
955
Regions Financial Corp
Alabama
$381K -$130K -390 -26%
MWM
956
MY Wealth Management
Maryland
$379K -$56.7K -170 -13%
CWS
957
Confluence Wealth Services
Pennsylvania
$379K – – –
MF
958
Meridian Financial
Massachusetts
$378K -$33.4K -100 -8%
AFG
959
Altiora Financial Group
Ohio
$378K – – –
TCM
960
Triumph Capital Management
Colorado
$377K +$129K +387 +55%
MWA
961
Monograph Wealth Advisors
California
$376K – – –
SSWM
962
Smith Salley Wealth Management
North Carolina
$375K +$117K +352 +48%
Susquehanna International Group
963
Susquehanna International Group
Pennsylvania
$374K -$5.63M -16,882 -94%
BPW
964
BLVD Private Wealth
Kentucky
$373K – – –
SWM
965
SK Wealth Management
Rhode Island
$373K -$14.3K -43 -4%
BWM
966
BKM Wealth Management
Wisconsin
$372K -$32K -96 -8%
SAW
967
Signal Advisors Wealth
Michigan
$372K +$55.7K +167 +18%
SYBT
968
Stock Yards Bank & Trust
Kentucky
$371K – – –
TC
969
Town Capital
Maryland
$371K +$10.7K +32 +3%
TAM
970
Titleist Asset Management
Texas
$370K -$47K -141 -12%
BWA
971
BlueChip Wealth Advisors
Georgia
$369K -$134K -402 -27%
HWM
972
HighMark Wealth Management
Minnesota
$369K -$26.7K -80 -7%
AIC
973
Allodium Investment Consultants
Minnesota
$368K +$1K +3 +0.3%
CRC
974
Curi RMB Capital
Illinois
$366K – – –
ACM
975
Allred Capital Management
Texas
$365K -$6.67K -20 -2%