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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
301
Cedar Brook Financial Partners
Ohio
$1.71M +$559K +2,607 +51%
CG
302
Corundum Group
Colorado
$1.7M -$163K -758 -9%
1WM
303
1900 Wealth Management
Texas
$1.66M +$169K +789 +12%
PCA
304
Personal Capital Advisors
California
$1.65M -$31.7K -148 -2%
CL
305
Cabana LLC
Arkansas
$1.64M +$1.59M +7,429 New
CGL
306
Clarius Group LLC
Washington
$1.64M +$274K +1,276 +21%
SFA
307
Sequoia Financial Advisors
Ohio
$1.63M +$1.59M +7,393 New
WIA
308
World Investment Advisors
California
$1.63M -$129K -600 -7%
FIA
309
Foundations Investment Advisors
Arizona
$1.62M +$1.35M +6,308 +569%
MFA
310
McClarren Financial Advisors
Pennsylvania
$1.61M -$22.5K -105 -1%
SWM
311
SigFig Wealth Management
California
$1.6M +$3.86K +18 +0.2%
SWM
312
Silverlake Wealth Management
Vermont
$1.6M +$1.55M +7,231 New
YIA
313
YHB Investment Advisors
Connecticut
$1.59M +$34.3K +160 +2%
CWM
314
Cornerstone Wealth Management
Missouri
$1.58M +$31.1K +145 +2%
FCH
315
Freestone Capital Holdings
Washington
$1.58M +$741K +3,457 +94%
BRWA
316
B. Riley Wealth Advisors
Florida
$1.58M -$26.4K -123 -2%
CGA
317
Crescent Grove Advisors
Illinois
$1.58M
FFG
318
Fortem Financial Group
California
$1.56M
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$1.54M -$56K -261 -4%
TCOV
320
Trust Company of Vermont
Vermont
$1.53M -$1.72K -8 -0.1%
ASN
321
Advisory Services Network
Georgia
$1.52M +$35K +163 +2%
SAM
322
S.A. Mason
Michigan
$1.49M -$10.7K -50 -0.7%
RA
323
Rodgers & Associates
Pennsylvania
$1.47M +$75.5K +352 +6%
AWA
324
Arete Wealth Advisors
Illinois
$1.46M -$30.2K -141 -2%
IWM
325
IHT Wealth Management
Illinois
$1.45M +$33.2K +155 +2%