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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1201
Grove Bank & Trust
Florida
$115K – – –
CFM
1202
Cornerstone Financial Management
Massachusetts
$115K +$114K +365 New
DCM
1203
Dorato Capital Management
Colorado
$112K +$110K +353 New
PFA
1204
Pillar Financial Advisors
Kentucky
$111K – – –
IF
1205
Integrity Financial
Wyoming
$110K – – –
DAM
1206
Delta Asset Management
Tennessee
$110K -$11.9K -38 -10%
IFS
1207
Intelligent Financial Strategies
Minnesota
$109K – – –
DWM
1208
Darwin Wealth Management
Florida
$109K +$108K +345 New
MCA
1209
Maryland Capital Advisors
Maryland
$107K – – –
TLCM
1210
Twin Lakes Capital Management
California
$105K – – –
EWM
1211
Evolution Wealth Management
Florida
$102K +$69.6K +223 +219%
HI
1212
Horizon Investments
North Carolina
$102K +$45.3K +145 +81%
FPF
1213
First Pacific Financial
Washington
$101K +$625 +2 +0.6%
AG
1214
AmeriFlex Group
Nevada
$97.9K -$97.1K -311 -50%
EPIME
1215
Evelyn Partners Investment Management (Europe)
$97.6K – – –
SIS
1216
Sound Income Strategies
Florida
$97.4K +$22.8K +73 +31%
TWM
1217
Timmons Wealth Management
Massachusetts
$95.9K +$95.2K +305 New
OL
1218
one8zero8 LLC
North Carolina
$94.4K – – –
CTB
1219
Country Trust Bank
Illinois
$93.2K – – –
BFS
1220
Bare Financial Services
Pennsylvania
$90K – – –
BFP
1221
Birchwood Financial Partners
Minnesota
$86.8K +$86.2K +276 New
Kayne Anderson Rudnick Investment Management
1222
Kayne Anderson Rudnick Investment Management
California
$86.6K – – –
CFO
1223
Colony Family Offices
North Carolina
$86.3K – – –
RFA
1224
Reyes Financial Architecture
California
$85.6K – – –
BBPWM
1225
Blue Bell Private Wealth Management
Pennsylvania
$84.1K – – –