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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
601
Krilogy Financial
Missouri
$243K -$34.5K -177 -13%
WCF
602
West Coast Financial
California
$241K
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$240K -$40K -205 -15%
IAN
604
Integrated Advisors Network
Texas
$238K -$14.1K -72 -6%
HWA
605
Hilltop Wealth Advisors
North Carolina
$238K
SCM
606
Southport Capital Management
Tennessee
$238K
IA
607
IFP Advisors
Florida
$237K -$4.88K -25 -2%
CS
608
Candriam SCA
Luxembourg
$237K
TSWM
609
Triangle Securities Wealth Management
North Carolina
$236K
WDG
610
Wealth Dimensions Group
Ohio
$235K
MIM
611
Marco Investment Management
Georgia
$234K
ATC
612
Argent Trust Co
Tennessee
$234K +$228K +1,167 New
Wealth Enhancement Advisory Services
613
Wealth Enhancement Advisory Services
Minnesota
$233K -$2.34K -12 -1%
BA
614
Ballast Advisors
Minnesota
$233K -$976 -5 -0.4%
MA
615
MBA Advisors
Pennsylvania
$233K
FMW
616
Farr Miller & Washington
District of Columbia
$229K
SWA
617
Stratos Wealth Advisors
Ohio
$229K +$222K +1,139 New
DSC
618
Duncker Streett & Co
Missouri
$228K -$266K -1,361 -55%
FFG
619
Fullen Financial Group
Ohio
$228K +$781 +4 +0.4%
WJA
620
Willis Johnson & Associates
Texas
$225K +$195 +1 +0.1%
FIA
621
Foundations Investment Advisors
Arizona
$225K +$215K +1,104 New
FPIS
622
Financial Planning & Information Services
Wisconsin
$221K
WI
623
Wintrust Investments
Illinois
$220K +$214K +1,097 New
FNBT
624
FineMark National Bank & Trust
Florida
$219K
W
625
WealthOne
New York
$218K -$16.6K -85 -7%