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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
476
Marquette Asset Management
Minnesota
$174K
SSWG
477
Seven Springs Wealth Group
Tennessee
$166K
CF
478
Centaurus Financial
California
$158K +$28.1K +200 +18%
SWA
479
Stratos Wealth Advisors
Ohio
$144K +$170K +1,212 New
CA
480
Clearstead Advisors
Ohio
$140K +$166K +1,178 New
TC
481
Truvestments Capital
Florida
$139K +$166K +1,180 New
WCM
482
Wealthcare Capital Management
Virginia
$124K
OFG
483
Oxford Financial Group
Indiana
$124K +$148K +1,051 New
GSWM
484
Golden State Wealth Management
California
$123K -$185K -1,317 -56%
RE
485
RBC Europe
United Kingdom
$122K
TPWA
486
TRUE Private Wealth Advisors
Oregon
$121K +$106K +753 +273%
RCA
487
Rowland Carmichael Advisors
Arizona
$118K -$87.2K -621 -38%
SIC
488
Salem Investment Counselors
North Carolina
$110K -$12.6K -90 -9%
HWA
489
HHM Wealth Advisors
Tennessee
$110K +$130K +927 New
WAP
490
Wealthcare Advisory Partners
Pennsylvania
$109K +$70.5K +502 +120%
SPIA
491
Steward Partners Investment Advisory
New York
$108K -$22.5K -160 -15%
BL
492
Balentine LLC
Georgia
$104K
Simplex Trading
493
Simplex Trading
Illinois
$101K +$121K +861 New
SC
494
Stralem & Co
New York
$96K +$114K +808 New
ADL
495
Asset Dedication LLC
California
$87K
HF
496
Halpern Financial
Virginia
$86.5K
IA
497
IFP Advisors
Florida
$80K +$8.43K +60 +10%
TSW
498
Thompson Siegel & Walmsley
Virginia
$79K +$3.51K +25 +4%
FDCDDQ
499
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.2K
SW
500
SVB Wealth
Massachusetts
$77K -$360K -2,560 -80%