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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Caldwell Trust
Florida
$82.4K – – –
TWA
702
TCI Wealth Advisors
Arizona
$82K -$7.03K -34 -8%
WB
703
Webster Bank
Connecticut
$81K -$19.6K -95 -19%
SIAP
704
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K – – –
JPLA
705
Joseph P. Lucia & Associates
New York
$77K – – –
AA
706
Ancora Advisors
Ohio
$70K – – –
PMFA
707
Plante Moran Financial Advisors
Michigan
$70K – – –
AIP
708
Ameritas Investment Partners
Nebraska
$67K – – –
CFO
709
Colony Family Offices
North Carolina
$54K -$7.44K -36 -12%
BCA
710
Bray Capital Advisors
Florida
$52K – – –
JGIA
711
Jackson Grant Investment Advisers
Connecticut
$50K – – –
IWA
712
IBEX Wealth Advisors
New Jersey
$50K +$51.3K +248 New
APWA
713
Atlas Private Wealth Advisors
New Jersey
$48K – – –
WFA
714
West Financial Advisors
Iowa
$45K – – –
BWM
715
BerganKDV Wealth Management
Minnesota
$44K – – –
BC
716
Burleson & Co
California
$44K – – –
RMC
717
Resources Management Corp
Connecticut
$42K – – –
LF
718
Lee Financial
Texas
$42K +$207 +1 +0.5%
Barclays
719
Barclays
United Kingdom
$42K +$43K +208 New
TPCW
720
TD Private Client Wealth
New York
$39.8K -$827 -4 -2%
TCM
721
Tradewinds Capital Management
Washington
$38K – – –
CC
722
Chicago Capital
Illinois
$35K +$35.5K +172 New
NSIM
723
North Star Investment Management
Illinois
$34K – – –
JHCP
724
Jackson Hole Capital Partners
Oklahoma
$34K +$207 +1 +0.6%
HRC
725
Hoertkorn Richard Charles
$30K – – –