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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Edge Wealth Management
New York
$73K
TWA
502
TCI Wealth Advisors
Arizona
$70K
Kayne Anderson Rudnick Investment Management
503
Kayne Anderson Rudnick Investment Management
California
$65K +$140 +1 +0.2%
JWA
504
JFS Wealth Advisors
Pennsylvania
$64K
TFGT
505
TS Financial Group (TSFG)
Illinois
$63K
WB
506
Webster Bank
Connecticut
$59K
LWA
507
Lenox Wealth Advisors
New York
$55K -$19K -135 -23%
M
508
MOTCO
Texas
$52K
PCTC
509
Perkins Coie Trust Company
Washington
$52K
WFMPM
510
Woodley Farra Manion Portfolio Management
Indiana
$49K
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$48K +$19.1K +136 +51%
BBPWM
512
Blue Bell Private Wealth Management
Pennsylvania
$47K
JPLA
513
Joseph P. Lucia & Associates
New York
$45K
EWP
514
Engrave Wealth Partners
Texas
$43K
PMFA
515
Plante Moran Financial Advisors
Michigan
$42K +$22.1K +157 +79%
AA
516
Ancora Advisors
Ohio
$41K
SFSIG
517
San Francisco Sentry Investment Group
California
$39K
TCM
518
Tradewinds Capital Management
Washington
$39K
GWM
519
Geneos Wealth Management
Colorado
$38K +$140 +1 +0.3%
BWM
520
BerganKDV Wealth Management
Minnesota
$36K -$197K -1,400 -82%
FRA
521
Front Row Advisors
California
$36K +$10.3K +73 +37%
BWM
522
Baystate Wealth Management
Massachusetts
$35K +$9.84K +70 +31%
SFS
523
Sowell Financial Services
Arkansas
$34K -$140 -1 -0.3%
BFC
524
Bedel Financial Consulting
Indiana
$32K -$3.65K -26 -9%
BCA
525
Bray Capital Advisors
Florida
$31K -$7.73K -55 -17%