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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
526
AssetMark Inc
California
$175K +$172K +1,116 New
FFA
527
Founders Financial Alliance
North Carolina
$166K +$163K +1,060 New
OFG
528
Oxford Financial Group
Indiana
$164K – – –
ADL
529
Asset Dedication LLC
California
$164K +$7.86K +51 +5%
RCA
530
Rowland Carmichael Advisors
Arizona
$162K – – –
RE
531
RBC Europe
United Kingdom
$161K – – –
JCM
532
Jacobi Capital Management
Pennsylvania
$161K +$159K +1,032 New
TPWA
533
TRUE Private Wealth Advisors
Oregon
$160K – – –
Steward Partners Investment Advisory
534
Steward Partners Investment Advisory
New York
$156K +$34.8K +226 +29%
Salem Investment Counselors
535
Salem Investment Counselors
North Carolina
$145K – – –
HWA
536
HHM Wealth Advisors
Tennessee
$136K -$9.25K -60 -6%
Clearstead Advisors
537
Clearstead Advisors
Ohio
$130K – – –
Valeo Financial Advisors
538
Valeo Financial Advisors
Indiana
$128K -$3.5M -22,689 -97%
MWP
539
MYCIO Wealth Partners
Pennsylvania
$122K – – –
EWM
540
Edge Wealth Management
New York
$121K – – –
BBPWM
541
Blue Bell Private Wealth Management
Pennsylvania
$116K +$12.3K +80 +12%
HF
542
Halpern Financial
Virginia
$114K – – –
HCP
543
Hexagon Capital Partners
Arkansas
$113K +$114K +737 New
CHAM
544
Clear Harbor Asset Management
Connecticut
$106K +$105K +678 New
Thompson Siegel & Walmsley
545
Thompson Siegel & Walmsley
Virginia
$105K – – –
Federation des caisses Desjardins du Quebec
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K – – –
SFG
547
Sowa Financial Group
Rhode Island
$98K +$6.94K +45 +8%
FRA
548
Front Row Advisors
California
$98K +$10.8K +70 +14%
LFG
549
LifePlan Financial Group
Ohio
$87K +$77.1K +500 +862%
JWA
550
JFS Wealth Advisors
Pennsylvania
$86K +$308 +2 +0.4%