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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
351
Alpha Omega Wealth Management
Virginia
$14K – – –
MA
352
MUFG Americas
New York
$14K – – –
AIM
353
Anchor Investment Management
South Carolina
$11.1K – – –
FMTCOCP
354
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11.1K – – –
VIA
355
Vantage Investment Advisors
Pennsylvania
$11K -$11.3K -103 -51%
MWM
356
MinichMacGregor Wealth Management
New York
$10K – – –
AWM
357
AllSquare Wealth Management
New York
$7K – – –
IWM
358
IHT Wealth Management
Illinois
$4K +$3.3K +30 New
RBC
359
Roble Belko & Company
Pennsylvania
$1K – – –
SIC
360
Salem Investment Counselors
North Carolina
– -$4.08M -64,440 Closed
CS
361
Credit Suisse
Switzerland
– -$3.96M -36,673 Closed
HSA
362
HBK Sorce Advisory
Pennsylvania
– -$1.48M -13,725 Closed
NEAM
363
New England Asset Management
Connecticut
– -$422K -3,900 Closed
TA
364
Tiedemann Advisors
New York
– -$336K -3,345 Closed
FAM
365
Formidable Asset Management
Ohio
– -$304K -2,770 Closed
RFC
366
Regions Financial Corp
Alabama
– -$225K -2,082 Closed
CWM
367
Concert Wealth Management
California
– -$202K -1,970 Closed
NB
368
NBT Bank
New York
– -$202K -1,865 Closed
SSB
369
Sandy Spring Bank
Maryland
– -$76K -702 Closed
ADL
370
Asset Dedication LLC
California
– -$71K -658 Closed
AP
371
Atwood & Palmer
Missouri
– -$45K -412 Closed
BRC
372
Bell Rock Capital
Delaware
– -$44K -410 Closed
GWM
373
Geneos Wealth Management
Colorado
– -$37K -344 Closed
SHJ
374
Sharkey, Howes & Javer
Colorado
– -$24K -225 Closed
ACS
375
Archford Capital Strategies
Illinois
– -$19K -173 Closed