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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Centric Wealth Management
Illinois
$215K +$226K +836 New
HA
1002
Herold Advisors
New York
$215K -$257K -950 -53%
CL
1003
COWA LLC
Oklahoma
$213K – – –
SPW
1004
Sonoma Private Wealth
California
$213K +$224K +828 New
CWM
1005
Cabot Wealth Management
Massachusetts
$213K +$224K +827 New
LWA
1006
Lineweaver Wealth Advisors
Ohio
$211K – – –
OIM
1007
Orca Investment Management
Oregon
$211K – – –
AI
1008
Axos Invest
Nevada
$211K -$72K -266 -24%
Mairs & Power Inc
1009
Mairs & Power Inc
Minnesota
$211K – – –
SDWMA
1010
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K – – –
CB
1011
CNB Bank
Pennsylvania
$211K – – –
RCWM
1012
Royal Capital Wealth Management
Indiana
$210K +$813 +3 +0.4%
FIBT
1013
First International Bank & Trust
North Dakota
$210K – – –
ACP
1014
Aviance Capital Partners
Florida
$209K – – –
Salem Investment Counselors
1015
Salem Investment Counselors
North Carolina
$209K -$8.13K -30 -4%
Associated Banc-Corp
1016
Associated Banc-Corp
Wisconsin
$209K -$5.15K -19 -2%
CWA
1017
Clarity Wealth Advisors
California
$208K – – –
Fiduciary Trust
1018
Fiduciary Trust
Massachusetts
$208K +$542 +2 +0.2%
LCM
1019
Lazari Capital Management
California
$208K +$813 +3 +0.4%
First Horizon Advisors
1020
First Horizon Advisors
Tennessee
$208K -$37.1K -137 -14%
PA
1021
PFG Advisors
Arizona
$207K +$271 +1 +0.1%
GAG
1022
Goodman Advisory Group
Massachusetts
$206K +$218K +803 New
Scharf Investments
1023
Scharf Investments
California
$206K +$217K +800 New
MFF
1024
Michels Family Financial
Texas
$206K -$5.15K -19 -2%
Diversify Advisory Services
1025
Diversify Advisory Services
Utah
$205K +$5.96K +22 +3%