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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
726
Thrive Wealth Management
Pennsylvania
$218K +$24.4K +119 +13%
NLP
727
Next Level Private
New York
$218K +$214K +1,044 New
MA
728
MBA Advisors
Pennsylvania
$217K -$24.6K -120 -10%
SIC
729
Salem Investment Counselors
North Carolina
$217K +$63.1K +307 +42%
Wealth Enhancement Advisory Services
730
Wealth Enhancement Advisory Services
Minnesota
$216K -$46K -224 -18%
SJL
731
Shayne & Jacobs LLC
Tennessee
$216K – – –
FFA
732
Fragasso Financial Advisors
Pennsylvania
$216K +$411 +2 +0.2%
Fisher Asset Management
733
Fisher Asset Management
Washington
$214K -$761K -3,705 -78%
GWM
734
Geneos Wealth Management
Colorado
$213K -$38.2K -186 -15%
ES
735
ETF Store
Kansas
$212K – – –
PG
736
Patten Group
Tennessee
$211K – – –
CW
737
Connectus Wealth
Ohio
$211K +$196K +953 New
JAFL
738
Jay A. Fishman Ltd
Michigan
$211K +$9.24K +45 +5%
ONB
739
Old National Bancorp
Indiana
$210K – – –
CNFG
740
Creegan & Nassoura Financial Group
New Hampshire
$208K – – –
FFA
741
Founders Financial Alliance
North Carolina
$207K +$411 +2 +0.2%
BCM
742
Brookstone Capital Management
Illinois
$205K -$72.3K -352 -26%
VHAM
743
Van Hulzen Asset Management
California
$205K +$202K +983 New
CA
744
CGN Advisors
Kansas
$202K +$2.88K +14 +1%
CAWM
745
Capital Advisors Wealth Management
Washington
$202K +$199K +970 New
FIA
746
Foundations Investment Advisors
Arizona
$201K -$1.32M -6,420 -87%
KAM
747
KEB Asset Management
Illinois
$201K – – –
NEPWA
748
New England Private Wealth Advisors
Massachusetts
$201K +$411 +2 +0.2%
PSF
749
Pacific Sun Financial
California
$200K +$197K +960 New
CFD
750
Creative Financial Designs
Indiana
$198K -$27.1K -132 -12%