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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
551
Bison Wealth
Georgia
$8K -$10.7K -76 -54%
AWM
552
AllSquare Wealth Management
New York
$7K – – –
LFG
553
LifePlan Financial Group
Ohio
$7K – – –
LSA
554
Lion Street Advisors
Texas
$7K +$8.43K +60 New
DOA
555
D'Orazio & Associates
Virginia
$6K – – –
LDFR
556
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
RCA
557
Ranch Capital Advisors
Florida
$6K – – –
SL
558
Savior LLC
Massachusetts
$6K – – –
HDIM
559
Hanson & Doremus Investment Management
Vermont
$5K – – –
SFSG
560
Stearns Financial Services Group
North Carolina
$5K +$6.32K +45 New
FA
561
Faithward Advisors
Pennsylvania
$4K – – –
FM
562
Forward Management
California
$3K +$3.65K +26 New
NG
563
NWK Group
California
$2K +$1.83K +13 New
AlphaCore Capital
564
AlphaCore Capital
California
$2K +$2.95K +21 New
Charles Schwab Investment Advisory
565
Charles Schwab Investment Advisory
California
– -$97.1M -657,023 Closed
Nippon Life Insurance
566
Nippon Life Insurance
Japan
– -$38.2M -258,600 Closed
HBK Sorce Advisory
567
HBK Sorce Advisory
Pennsylvania
– -$3.85M -26,020 Closed
Susquehanna International Group
568
Susquehanna International Group
Pennsylvania
– -$2.98M -21,197 Closed
MCP
569
Mirador Capital Partners
California
– -$2.22M -15,006 Closed
Park Avenue Securities
570
Park Avenue Securities
New York
– -$1.83M -12,389 Closed
RiverFront Investment Group
571
RiverFront Investment Group
Virginia
– -$1.55M -10,466 Closed
Citadel Advisors
572
Citadel Advisors
Florida
– -$1.43M -9,660 Closed
Context Capital Management
573
Context Capital Management
California
– -$1.06M -7,200 Closed
WQ
574
Wealth Quarterback
New Jersey
– -$62 -7,121 Closed
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
– -$1.03M -6,968 Closed