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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
426
Bessemer Group
New Jersey
$164K
FHA
427
First Horizon Advisors
Tennessee
$156K -$15.2K -112 -9%
GRP
428
Global Retirement Partners
California
$148K -$16.2K -119 -10%
PMFA
429
Plante Moran Financial Advisors
Michigan
$147K +$30.7K +226 +27%
SIC
430
Salem Investment Counselors
North Carolina
$145K
WCM
431
Wealthcare Capital Management
Virginia
$143K
RE
432
RBC Europe
United Kingdom
$141K
CPA
433
Capital Planning Advisors
California
$125K +$124K +915 New
LPIC
434
LeJeune Puetz Investment Counsel
Michigan
$116K
MCM
435
Manchester Capital Management
Vermont
$113K +$112K +828 New
AA
436
AlphaMark Advisors
Kentucky
$109K
BHWM
437
Bay Harbor Wealth Management
Maryland
$109K
ADL
438
Asset Dedication LLC
California
$100K
EWM
439
Edge Wealth Management
New York
$92K +$92.3K +680 New
IA
440
IFP Advisors
Florida
$90K +$90.1K +664 New
TSW
441
Thompson Siegel & Walmsley
Virginia
$88K
SPIA
442
Steward Partners Investment Advisory
New York
$82K
TWA
443
TCI Wealth Advisors
Arizona
$80K
TVWM
444
Tower View Wealth Management
Wisconsin
$78K +$407 +3 +0.5%
JWA
445
JFS Wealth Advisors
Pennsylvania
$74K +$679 +5 +0.9%
TFGT
446
TS Financial Group (TSFG)
Illinois
$72K
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.2K +$20.4K +150 +43%
WB
448
Webster Bank
Connecticut
$68K
LWA
449
Lenox Wealth Advisors
New York
$63K +$62.7K +462 New
PCTC
450
Perkins Coie Trust Company
Washington
$60K