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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMD
626
Better Money Decisions
New Mexico
$173K +$170K +936 New
TSW
627
Thompson Siegel & Walmsley
Virginia
$171K +$46.6K +257 +38%
HWA
628
HHM Wealth Advisors
Tennessee
$161K
VFA
629
Valeo Financial Advisors
Indiana
$158K
BBPWM
630
Blue Bell Private Wealth Management
Pennsylvania
$155K +$17.2K +95 +13%
MWP
631
MYCIO Wealth Partners
Pennsylvania
$144K
HCP
632
Hexagon Capital Partners
Arkansas
$136K
HF
633
Halpern Financial
Virginia
$135K
SIC
634
Salem Investment Counselors
North Carolina
$134K
SC
635
Solstein Capital
California
$123K +$121K +665 New
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K
JWA
637
JFS Wealth Advisors
Pennsylvania
$122K +$19.6K +108 +20%
RFA
638
Reilly Financial Advisors
California
$120K +$44.6K +246 +62%
AssetMark Inc
639
AssetMark Inc
California
$118K -$126K -698 -52%
ED
640
Exane Derivatives
France
$118K +$115K +636 New
COCM
641
Charter Oak Capital Management
New Hampshire
$117K
CA
642
Clearstead Advisors
Ohio
$109K
FRA
643
Front Row Advisors
California
$109K
EWM
644
Edge Wealth Management
New York
$104K
FHC
645
First Horizon Corporation
Tennessee
$102K
LS
646
Leelyn Smith
Illinois
$102K
TFGT
647
TS Financial Group (TSFG)
Illinois
$98K
FFA
648
Freedman Financial Associates
Massachusetts
$95K
LWA
649
Lenox Wealth Advisors
New York
$95K
Kayne Anderson Rudnick Investment Management
650
Kayne Anderson Rudnick Investment Management
California
$95K +$362 +2 +0.4%