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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
276
Wealthcare Capital Management
Virginia
$35K
S
277
SignatureFD
Georgia
$35K +$34.8K +367 New
WEC
278
Winslow Evans & Crocker
Massachusetts
$34.5K
ADL
279
Asset Dedication LLC
California
$33K +$95 +1 +0.3%
JIC
280
Joel Isaacson & Co
New York
$28K
FNBT
281
FineMark National Bank & Trust
Florida
$24K
SHJ
282
Sharkey, Howes & Javer
Colorado
$22K
SIA
283
SeaBridge Investment Advisors
New Jersey
$19K
Manulife (Manufacturers Life Insurance)
284
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$19K +200 New
ACS
285
Archford Capital Strategies
Illinois
$17K +$16.4K +173 New
AssetMark Inc
286
AssetMark Inc
California
$15K +$12.5K +132 +508%
AFIA
287
America First Investment Advisors
Nebraska
$14K
SWA
288
Sutton Wealth Advisors
Florida
$13K
PFO
289
Pathstone Family Office
New Jersey
$12K +$95 +1 +0.8%
IWMPD
290
Integrated Wealth Management (Palm Desert)
California
$11K +$11.2K +118 New
AIM
291
Anchor Investment Management
South Carolina
$9.59K
CG
292
Cutler Group
California
$9K
DAC
293
Dividend Assets Capital
South Carolina
$8K +$7.59K +80 New
WA
294
WFG Advisors
Texas
$7K -$12.9K -136 -64%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$6.9K
CAL
296
Capital Analysts LLC
Pennsylvania
$6.71K +$6.64K +70 New
CWM
297
Catamount Wealth Management
Connecticut
$6K
ACM
298
Argentus Capital Management
Texas
$2K -$39.5K -416 -95%
BIG
299
Bellwether Investment Group
Tennessee
$2K +$1.9K +20 New
RBC
300
Roble Belko & Company
Pennsylvania
$1K