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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
Mitchell Capital Management
Kansas
$228K +$216K +1,595 New
CSIA
477
Charles Schwab Investment Advisory
California
$225K +$213K +1,573 New
SS
478
Simplicity Solutions
Minnesota
$224K -$61.5K -455 -23%
MPPLM
479
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K +$211K +1,557 New
HCMT
480
Highland Capital Management (Tennessee)
Tennessee
$223K +$211K +1,560 New
MWM
481
Mission Wealth Management
California
$220K +$208K +1,535 New
FPCG
482
Fort Pitt Capital Group
Pennsylvania
$220K +$208K +1,538 New
SBL
483
Sargent Bickham Lagudis
Colorado
$219K
Rockefeller Capital Management
484
Rockefeller Capital Management
New York
$218K
TSWM
485
Triangle Securities Wealth Management
North Carolina
$215K +$203K +1,500 New
BA
486
Ballast Advisors
Minnesota
$214K
ACP
487
Aveo Capital Partners
Colorado
$214K +$203K +1,498 New
SCM
488
SOL Capital Management
Maryland
$214K +$203K +1,500 New
HTC
489
Haverford Trust Company
Pennsylvania
$213K +$201K +1,490 New
FCI
490
Financial Counselors Inc
Kansas
$212K +$201K +1,484 New
FA
491
Financial Advantage
Maryland
$210K
MAM
492
Marquette Asset Management
Minnesota
$210K
MPCG
493
Matrix Private Capital Group
New York
$209K +$197K +1,460 New
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$208K
VA
495
Valmark Advisers
Ohio
$208K +$197K +1,458 New
RFC
496
Regions Financial Corp
Alabama
$206K +$195K +1,440 New
LFAS
497
Level Four Advisory Services
Texas
$205K -$76.4K -565 -28%
IA
498
IFP Advisors
Florida
$204K +$105K +775 +116%
KA
499
Klingman & Associates
New York
$204K +$193K +1,426 New
Thrivent Financial for Lutherans
500
Thrivent Financial for Lutherans
Minnesota
$203K