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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
951
Byrne Asset Management
New Jersey
$105K -$17.3K -72 -15%
TCWA
952
Turtle Creek Wealth Advisors
Texas
$103K – – –
CT
953
Caldwell Trust
Florida
$102K – – –
MSS
954
Mitchell Sinkler & Starr
Pennsylvania
$93.8K – – –
FAM
955
Family Asset Management
South Carolina
$93.6K +$90.1K +375 New
DIP
956
DT Investment Partners
Pennsylvania
$92.1K -$2.4K -10 -3%
HGERS
957
Householder Group Estate & Retirement Specialist
Arizona
$92K -$48K -200 -35%
RDFA
958
Ritter Daniher Financial Advisory
Ohio
$91.6K +$88.2K +367 New
GBT
959
Grove Bank & Trust
Florida
$91.4K – – –
IFS
960
Intelligent Financial Strategies
Minnesota
$87.2K – – –
CTA
961
Colonial Trust Advisors
South Carolina
$87.1K – – –
AA
962
Ancora Advisors
Ohio
$86.6K -$240 -1 -0.3%
BBPWM
963
Blue Bell Private Wealth Management
Pennsylvania
$80.6K – – –
WIA
964
Wetzel Investment Advisors
Indiana
$79.1K – – –
LWA
965
Lowe Wealth Advisors
Maryland
$74.9K +$72.1K +300 New
HWP
966
Highline Wealth Partners
California
$72.4K – – –
AIP
967
Ameritas Investment Partners
Nebraska
$66.1K -$16.8K -70 -21%
PPWM
968
PFG Private Wealth Management
Florida
$65.7K – – –
WB
969
Webster Bank
Connecticut
$64.2K – – –
IAIM
970
International Assets Investment Management
Florida
$63.7K +$61.3K +255 New
JGIA
971
Jackson Grant Investment Advisers
Connecticut
$62.6K – – –
RLIM
972
Red Lighthouse Investment Management
New York
$59.7K – – –
EWA
973
EverSource Wealth Advisors
Alabama
$58.5K +$55.7K +232 New
NP
974
NorthRock Partners
Minnesota
$57.9K +$55.5K +231 New
PIA
975
Powell Investment Advisors
Florida
$56.7K – – –