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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
551
Prosperity Planning
Missouri
$463K
OCM
552
Orser Capital Management
Texas
$462K
PCS
553
Personal CFO Solutions
New Jersey
$461K -$241K -1,125 -35%
WAL
554
W Advisors LLC
Tennessee
$460K +$446K +2,082 New
MWM
555
Merriman Wealth Management
Washington
$458K +$214 +1 +0%
HI
556
Harbour Investments
Wisconsin
$454K -$778K -3,626 -64%
AWM
557
Aspire Wealth Management
Massachusetts
$449K +$436K +2,031 New
VWA
558
V Wealth Advisors
Kansas
$448K -$4.5K -21 -1%
BCI
559
Brinker Capital Investments
Pennsylvania
$444K
FWM
560
Fortress Wealth Management
California
$444K +$431K +2,009 New
FWM
561
Frontier Wealth Management
Missouri
$443K +$16.3K +76 +4%
AIA
562
Avalon Investment & Advisory
Texas
$442K
Members Trust
563
Members Trust
Florida
$439K
MAM
564
Meeder Asset Management
Ohio
$438K +$6K +28 +1%
VR
565
Viridian RIA
Washington
$438K +$425K +1,984 New
FPS
566
Fieldpoint Private Securities
Connecticut
$434K +$121K +564 +40%
SG
567
StoneX Group
New York
$434K +$54.7K +255 +15%
AAS
568
Annex Advisory Services
Wisconsin
$433K +$59.6K +278 +17%
FMP
569
Financial Management Professionals
Texas
$432K -$25.8M -120,120 -98%
AWP
570
Abacus Wealth Partners
California
$432K
JG
571
Jefferies Group
New York
$430K +$1.5K +7 +0.4%
CG
572
Colony Group
Massachusetts
$430K
WCG
573
Weaver Consulting Group
California
$430K
AC
574
Abbrea Capital
California
$426K
HWM
575
HighMark Wealth Management
Minnesota
$425K -$56.6K -264 -12%