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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$216K +$234K +1,668 +1,062%
MIA
452
MainStreet Investment Advisors
Illinois
$216K +$256K +1,825 New
FAAS
453
First Allied Advisory Services
California
$215K -$273K -1,946 -52%
W
454
WealthOne
New York
$214K
FPFS
455
First Personal Financial Services
North Carolina
$213K -$8.43K -60 -3%
MMPW
456
Mitchell McLeod Pugh & Williams
Alabama
$212K
BBHC
457
Brown Brothers Harriman & Co
New York
$211K +$250K +1,781 New
AA
458
Advisory Alpha
Michigan
$211K +$230K +1,637 New
FWM
459
Frontier Wealth Management
Missouri
$209K +$248K +1,767 New
KIA
460
KCM Investment Advisors
California
$208K -$29.2K -208 -11%
BOM
461
Bank of Marin
California
$208K -$19K -135 -7%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$208K
WCG
463
Weaver Consulting Group
California
$207K
ASC
464
Atalanta Sosnoff Capital
New York
$207K +$246K +1,751 New
APW
465
Acima Private Wealth
Virginia
$205K
CCM
466
Coe Capital Management
Illinois
$203K -$71.1K -506 -23%
Thrivent Financial for Lutherans
467
Thrivent Financial for Lutherans
Minnesota
$203K +$1.12K +8 +0.5%
DW
468
Domani Wealth
Pennsylvania
$201K -$126K -900 -35%
B
469
Bailard
California
$201K -$42.1K -300 -15%
SBL
470
Sargent Bickham Lagudis
Colorado
$182K +$2.53K +18 +1%
Rockefeller Capital Management
471
Rockefeller Capital Management
New York
$181K
BA
472
Ballast Advisors
Minnesota
$177K -$2.11K -15 -1%
GRP
473
Global Retirement Partners
California
$177K +$59.6K +424 +40%
HI
474
Human Investing
Oregon
$175K +$208K +1,478 New
FA
475
Financial Advantage
Maryland
$174K