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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
951
Impact Partnership Wealth
Georgia
$113K – – –
Kayne Anderson Rudnick Investment Management
952
Kayne Anderson Rudnick Investment Management
California
$106K +$229 +1 +0.2%
PCTC
953
Perkins Coie Trust Company
Washington
$106K – – –
M
954
MOTCO
Texas
$105K – – –
TCWA
955
Turtle Creek Wealth Advisors
Texas
$98.8K +$16.9K +74 +22%
CT
956
Caldwell Trust
Florida
$98.3K – – –
First Manhattan
957
First Manhattan
New York
$94.5K – – –
DIP
958
DT Investment Partners
Pennsylvania
$90.9K – – –
MSS
959
Mitchell Sinkler & Starr
Pennsylvania
$88.7K +$84.7K +370 New
GBT
960
Grove Bank & Trust
Florida
$87.8K – – –
CTA
961
Colonial Trust Advisors
South Carolina
$83.7K – – –
IFS
962
Intelligent Financial Strategies
Minnesota
$83.4K – – –
AA
963
Ancora Advisors
Ohio
$83.4K +$229 +1 +0.3%
AIP
964
Ameritas Investment Partners
Nebraska
$80.3K – – –
BBPWM
965
Blue Bell Private Wealth Management
Pennsylvania
$77.4K -$1.83K -8 -2%
WIA
966
Wetzel Investment Advisors
Indiana
$75.7K – – –
ACA
967
Aptus Capital Advisors
Alabama
$73.4K +$47.6K +208 +212%
AssetMark Inc
968
AssetMark Inc
California
$70K -$46K -201 -41%
HWP
969
Highline Wealth Partners
California
$69.5K +$43.5K +190 +190%
IGWM
970
ICA Group Wealth Management
Colorado
$68.8K -$915 -4 -1%
PPWM
971
PFG Private Wealth Management
Florida
$63.1K +$60.2K +263 New
GFL
972
Granite FO LLC
New Hampshire
$62.2K – – –
WB
973
Webster Bank
Connecticut
$61.6K – – –
JGIA
974
Jackson Grant Investment Advisers
Connecticut
$60.1K – – –
RLIM
975
Red Lighthouse Investment Management
New York
$57.3K – – –