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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
376
Avantax Advisory Services
Texas
$1.23M -$207K -1,180 -14%
CGA
377
Crescent Grove Advisors
Illinois
$1.22M -$20.2K -115 -2%
TCOV
378
Trust Company of Vermont
Vermont
$1.21M
PCA
379
Personal Capital Advisors
California
$1.21M -$97.5K -556 -7%
ACA
380
Anchor Capital Advisors
Massachusetts
$1.2M +$1.2M +6,861 New
SEI Investments
381
SEI Investments
Pennsylvania
$1.19M +$103K +585 +9%
PP
382
Patron Partners
Texas
$1.19M -$48.9K -279 -4%
CSPAM
383
Cary Street Partners Asset Management
Virginia
$1.19M -$29.5K -168 -2%
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$1.17M +$668K +3,806 +130%
HWM
385
Howard Wealth Management
Connecticut
$1.14M +$217K +1,237 +23%
FCH
386
Freestone Capital Holdings
Washington
$1.13M
BFG
387
Berger Financial Group
Minnesota
$1.13M +$41.1K +234 +4%
PCM
388
Parsons Capital Management
Rhode Island
$1.12M +$57.9K +330 +5%
IWM
389
IHT Wealth Management
Illinois
$1.12M -$50.2K -286 -4%
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$1.09M
DTC
391
Davidson Trust Company
Washington
$1.09M
FAG
392
Fortitude Advisory Group
Washington
$1.09M +$10.7K +61 +1%
GD
393
Grandfield & Dodd
New York
$1.07M -$10.5K -60 -1%
RCG
394
Resource Consulting Group
Florida
$1.07M
CAC
395
Certified Advisory Corp
Florida
$1.06M -$69.5K -396 -6%
KWM
396
Kingsview Wealth Management
Oregon
$1.04M +$128K +729 +14%
MWM
397
Merriman Wealth Management
Washington
$1.04M +$175 +1 +0%
LPT
398
Legacy Private Trust
Wisconsin
$1.04M -$256K -1,461 -20%
AWA
399
Arete Wealth Advisors
Illinois
$1.03M -$63.9K -364 -6%
AFP
400
Ausdal Financial Partners
Iowa
$1.03M -$70.7K -403 -6%