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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1051
Key Financial Inc
Pennsylvania
$167K +$6.77K +25 +4%
PB
1052
Pinnacle Bancorp
Nebraska
$166K -$4.06K -15 -2%
DFA
1053
DHJJ Financial Advisors
Illinois
$165K +$271 +1 +0.2%
BA
1054
Ballast Advisors
Minnesota
$165K -$30.3K -112 -16%
WP
1055
WealthShield Partners
North Carolina
$161K – – –
SIS
1056
Strategic Investment Solutions
Illinois
$151K -$16.3K -60 -9%
SC
1057
Stephens Consulting
Michigan
$148K – – –
T2I
1058
Turim 21 Investimentos
Brazil
$140K – – –
FDCDDQ
1059
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K – – –
CT
1060
Colonial Trust
South Carolina
$135K – – –
MJRIC
1061
Mogy Joel R Investment Counsel
California
$135K – – –
BWM
1062
Bernard Wealth Management
Michigan
$130K +$131K +483 New
BHWM
1063
Beaird Harris Wealth Management
Texas
$124K – – –
GI
1064
GAMMA Investing
California
$124K – – –
PTC
1065
Private Trust Company
Ohio
$121K – – –
CW
1066
Curio Wealth
Maryland
$120K +$121K +446 New
Kayne Anderson Rudnick Investment Management
1067
Kayne Anderson Rudnick Investment Management
California
$119K +$542 +2 +0.5%
IA
1068
IFP Advisors
Florida
$119K +$104K +385 +700%
M
1069
MOTCO
Texas
$119K – – –
BAM
1070
Byrne Asset Management
New Jersey
$117K +$1.08K +4 +0.9%
OL
1071
one8zero8 LLC
North Carolina
$117K +$117K +432 New
CT
1072
Caldwell Trust
Florida
$111K – – –
PCTC
1073
Perkins Coie Trust Company
Washington
$107K -$11.9K -44 -10%
DAM
1074
Delta Asset Management
Tennessee
$104K – – –
AG
1075
AmeriFlex Group
Nevada
$103K +$101K +371 New