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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1026
Marco Investment Management
Georgia
$266K – – –
2L
1027
25 LLC
Missouri
$265K – – –
Welch & Forbes
1028
Welch & Forbes
Massachusetts
$264K – – –
SWA
1029
Strategies Wealth Advisors
Michigan
$264K -$21.3K -68 -7%
First Merchants Corp
1030
First Merchants Corp
Indiana
$262K – – –
WPWM
1031
Western Pacific Wealth Management
Illinois
$262K +$274K +875 New
OpenArc Corporate Advisory
1032
OpenArc Corporate Advisory
Georgia
$259K +$272K +868 New
CFG
1033
Cooper Financial Group
California
$259K +$939 +3 +0.3%
CIA
1034
Cladis Investment Advisory
Montana
$259K – – –
HP
1035
Haven Private
Florida
$256K – – –
Bradley Foster & Sargent
1036
Bradley Foster & Sargent
Connecticut
$256K – – –
RF
1037
Roxbury Financial
New Jersey
$255K – – –
FSBI
1038
Fearless Solutions (Best Invest)
Texas
$255K -$939 -3 -0.4%
NB
1039
NBT Bank
New York
$255K – – –
TF
1040
Thayer Financial
North Carolina
$254K – – –
Vestmark Advisory Solutions
1041
Vestmark Advisory Solutions
Massachusetts
$254K -$5.17M -16,520 -95%
HWA
1042
Hilltop Wealth Advisors
North Carolina
$254K – – –
CPA
1043
Compass Planning Associates
Massachusetts
$254K +$939 +3 +0.4%
GQG Partners
1044
GQG Partners
Florida
$253K -$204K -651 -43%
Csenge Advisory Group
1045
Csenge Advisory Group
Florida
$253K -$21.6K -69 -8%
CG
1046
CFO4Life Group
Texas
$253K – – –
Mount Yale Investment Advisors
1047
Mount Yale Investment Advisors
Colorado
$252K +$25.7K +82 +11%
UF
1048
Univest Financial
Pennsylvania
$252K -$113K -360 -30%
SWM
1049
SilverOak Wealth Management
Minnesota
$252K – – –
RIS
1050
Retirement Income Solutions
Michigan
$251K – – –