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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
276
Gradient Investments
Minnesota
$26K +$24.3K +273 New
FNBT
277
FineMark National Bank & Trust
Florida
$24K
SHJ
278
Sharkey, Howes & Javer
Colorado
$21K
WA
279
WFG Advisors
Texas
$20K +$4.72K +53 +33%
HFA
280
High Falls Advisors
New York
$19K -$17K -191 -49%
SIA
281
SeaBridge Investment Advisors
New Jersey
$19K
AFIA
282
America First Investment Advisors
Nebraska
$14K
SWA
283
Sutton Wealth Advisors
Florida
$12.8K +$12.1K +136 New
PFO
284
Pathstone Family Office
New Jersey
$12K +$89 +1 +0.8%
IIM
285
Ipswich Investment Management
Massachusetts
$11K +$9.98K +112 New
AIM
286
Anchor Investment Management
South Carolina
$9.4K +$8.91K +100 New
CG
287
Cutler Group
California
$9K +$8.91K +100 New
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$6.77K
CWM
289
Catamount Wealth Management
Connecticut
$6K
AssetMark Inc
290
AssetMark Inc
California
$2K -$1.44M -16,150 -100%
IA
291
IFP Advisors
Florida
$2K -$156K -1,752 -99%
RBC
292
Roble Belko & Company
Pennsylvania
$1K
CCMH
293
Cornerstone Capital Management Holdings
New York
-$4.71M -50,323 Closed
WSTAM
294
Wilbanks Smith & Thomas Asset Management
Virginia
-$4.02M -42,960 Closed
CS
295
Candriam SCA
Luxembourg
-$3.6M -38,590 Closed
CC
296
Callan Capital
California
-$944K -10,095 Closed
BB
297
Bell Bank
North Dakota
-$465K -4,975 Closed
AWMS
298
Advocacy Wealth Management Services
Georgia
-$454K -4,855 Closed
ICAS
299
Investors Capital Advisory Services
Massachusetts
-$432K -4,629 Closed
SFM
300
Signet Financial Management
New Jersey
-$401K -4,286 Closed