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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
701
Bison Wealth
Georgia
$12K – – –
AWM
702
AllSquare Wealth Management
New York
$11K – – –
PFBT
703
Parkside Financial Bank & Trust
Missouri
$11K – – –
SWA
704
SOA Wealth Advisors
New York
$11K – – –
GAM
705
Gemmer Asset Management
California
$10K – – –
TAM
706
Tucker Asset Management
Colorado
$9.64K – – –
DOA
707
D'Orazio & Associates
Virginia
$9K – – –
LDFR
708
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
SL
709
Savior LLC
Massachusetts
$9K – – –
SCM
710
SevenOneSeven Capital Management
Pennsylvania
$9K +$8.52K +47 New
HDIM
711
Hanson & Doremus Investment Management
Vermont
$8K – – –
FI
712
FormulaFolio Investments
Michigan
$6K -$328K -1,812 -98%
PP
713
Pacifica Partners
Canada
$6K – – –
GI
714
Gradient Investments
Minnesota
$6K +$5.8K +32 New
HMS
715
Hanseatic Management Services
New Mexico
$5K +$4.89K +27 New
RIA
716
RPG Investment Advisory
California
$4K – – –
TAM
717
Townsend Asset Management
North Carolina
$4K – – –
CC
718
Cypress Capital
Tennessee
$3K – – –
BFEC
719
Benjamin F. Edwards & Company
Missouri
$2K -$56.7K -313 -96%
Simplex Trading
720
Simplex Trading
Illinois
$2K +$1.99K +11 New
MA
721
Montag & Associates
Georgia
$1K +$1.45K +8 New
WIM
722
Westside Investment Management
California
$26 – – –
QA
723
Quantitative Advantage
Minnesota
– -$3.35M -19,063 Closed
Fiera Capital (Canada)
724
Fiera Capital (Canada)
Quebec, Canada
– -$2.44M -13,873 Closed
CFG
725
Cooper Financial Group
California
– -$564K -3,209 Closed