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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
551
Fiduciary Trust
Massachusetts
$303K -$219K -1,120 -43%
EFS
552
Essex Financial Services
Connecticut
$303K
RFN
553
RDA Financial Network
Iowa
$303K +$295K +1,509 New
EW
554
Evoke Wealth
California
$301K -$332K -1,699 -53%
SCM
555
SOL Capital Management
Maryland
$301K
OFA
556
Oak Family Advisors
Illinois
$301K +$293K +1,500 New
SWM
557
Selective Wealth Management
Virginia
$301K +$293K +1,501 New
HTC
558
Haverford Trust Company
Pennsylvania
$299K
FCI
559
Financial Counselors Inc
Kansas
$298K +$9.56K +49 +3%
MPPLM
560
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$297K +$289K +1,480 New
MW
561
Marcum Wealth
Ohio
$296K +$195 +1 +0.1%
FA
562
Financial Advantage
Maryland
$295K
MPCG
563
Matrix Private Capital Group
New York
$293K
Cerity Partners
564
Cerity Partners
New York
$290K
FPS
565
Fieldpoint Private Securities
Connecticut
$290K
PP
566
Pegasus Partners
Wisconsin
$289K
WG
567
Watchman Group
Texas
$286K
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$285K
PL
569
Plancorp LLC
Missouri
$283K
BPA
570
Beacon Pointe Advisors
California
$283K +$53.9K +276 +24%
SSWG
571
Seven Springs Wealth Group
Tennessee
$281K
PI
572
Pachira Investments
California
$280K +$8.59K +44 +3%
UTC
573
Unified Trust Company
Kentucky
$279K
FPCG
574
Fort Pitt Capital Group
Pennsylvania
$278K
TIM
575
Total Investment Management
Arizona
$276K -$437K -2,239 -62%