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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1176
CVA Family Office
Colorado
$168K – – –
FDCDDQ
1177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K – – –
T2I
1178
Turim 21 Investimentos
Brazil
$159K – – –
MJRIC
1179
Mogy Joel R Investment Counsel
California
$157K – – –
PWA
1180
Provenance Wealth Advisors
Florida
$154K – – –
BWM
1181
Bernard Wealth Management
Michigan
$152K – – –
LBC
1182
Lowe Brockenbrough & Co
Virginia
$150K – – –
CT
1183
Colonial Trust
South Carolina
$149K – – –
RPC
1184
Rossmore Private Capital
Connecticut
$146K +$625 +2 +0.4%
UFPG
1185
United Financial Planning Group
New York
$145K -$11.2K -36 -7%
TCM
1186
Triumph Capital Management
Colorado
$144K +$143K +458 New
CW
1187
Curio Wealth
Maryland
$142K – – –
BHWM
1188
Beaird Harris Wealth Management
Texas
$142K – – –
CT
1189
Caldwell Trust
Florida
$139K +$9.68K +31 +8%
AWA
1190
American Wealth Advisors
Georgia
$138K +$937 +3 +0.7%
HHGA
1191
Halbert Hargrove Global Advisors
California
$134K – – –
FHC
1192
First Horizon Corporation
Tennessee
$133K – – –
AA
1193
Ancora Advisors
Ohio
$133K +$23.4K +75 +22%
HFS
1194
Hughes Financial Services
Virginia
$132K – – –
GA
1195
GoalVest Advisory
New York
$125K -$85.9K -275 -41%
RMP
1196
Richards, Merrill & Peterson
Washington
$125K – – –
HBT
1197
Hills Bank & Trust
Iowa
$124K – – –
KFAS
1198
Keating Financial Advisory Services
Kansas
$122K +$121K +388 New
DIP
1199
DT Investment Partners
Pennsylvania
$116K -$312 -1 -0.3%
RDFA
1200
Ritter Daniher Financial Advisory
Ohio
$116K – – –