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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
426
McClarren Financial Advisors
Pennsylvania
$754K -$548K -2,919 -40%
CPIG
427
Chicago Partners Investment Group
Illinois
$747K +$3K +16 +0.4%
MWM
428
Meridian Wealth Management
Kentucky
$743K +$454K +2,421 +128%
ACP
429
Ashfield Capital Partners
California
$741K
PWM
430
Perigon Wealth Management
California
$741K +$231K +1,232 +40%
RW
431
REDW Wealth
New Mexico
$740K
ACM
432
Advisors Capital Management
New Jersey
$739K +$94.8K +505 +13%
SOAG
433
Silver Oak Advisory Group
Oregon
$738K
AWM
434
Apollon Wealth Management
South Carolina
$733K +$259K +1,382 +48%
DAS
435
Dynamic Advisor Solutions
Arizona
$731K +$32.5K +173 +4%
CFG
436
Cooper Financial Group
California
$727K +$792K +4,220 New
PFA
437
Pathway Financial Advisors
Vermont
$725K
MFA
438
Mayflower Financial Advisors
Massachusetts
$725K +$47.1K +251 +6%
SBIA
439
Sheaff Brock Investment Advisors
Indiana
$716K +$154K +820 +25%
PFG
440
Pacific Financial Group
Washington
$715K -$55.6K -296 -7%
MCM
441
Morton Capital Management
California
$712K
SWM
442
SeaCrest Wealth Management
New York
$709K +$42.4K +226 +6%
GF
443
Gries Financial
Ohio
$705K
FAIM
444
Financial Advocates Investment Management
Washington
$701K -$184K -981 -19%
ANTB
445
AMG National Trust Bank
Colorado
$695K +$752K +4,006 New
SL
446
Salomon & Ludwin
Virginia
$687K +$10.1K +54 +1%
AMM
447
American Money Management
California
$684K +$563 +3 +0.1%
EA
448
Eudaimonia Advisors
Tennessee
$681K +$6.19K +33 +0.8%
MFT
449
Moisand Fitzgerald Tamayo
Florida
$680K +$125K +665 +20%
HNB
450
Huntington National Bank
Ohio
$675K