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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$180K – – –
GWM
727
Geneos Wealth Management
Colorado
$179K +$1.88K +10 +1%
IA
728
IFP Advisors
Florida
$176K – – –
BMD
729
Better Money Decisions
New Mexico
$164K +$178K +949 New
CB
730
CNB Bank
Pennsylvania
$163K – – –
GIA
731
GHP Investment Advisors
Colorado
$159K – – –
AW
732
Avion Wealth
Texas
$153K – – –
AssetMark Inc
733
AssetMark Inc
California
$152K -$134K -712 -45%
DSC
734
Duncker Streett & Co
Missouri
$141K +$3.75K +20 +3%
MTIC
735
Missouri Trust & Investment Company
Missouri
$138K – – –
GAG
736
Goodman Advisory Group
Massachusetts
$138K +$151K +803 New
FSWA
737
Financial Synergies Wealth Advisors
Texas
$138K +$150K +800 New
MWP
738
MYCIO Wealth Partners
Pennsylvania
$134K – – –
WTA
739
Washington Trust Advisors
Massachusetts
$133K – – –
KSWA
740
Kathleen S. Wright Associates
Pennsylvania
$132K +$375 +2 +0.3%
BAM
741
Baldrige Asset Management
Pennsylvania
$128K – – –
HF
742
Halpern Financial
Virginia
$126K – – –
SC
743
Solstein Capital
California
$115K – – –
TSW
744
Thompson Siegel & Walmsley
Virginia
$115K – – –
FDCDDQ
745
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K – – –
PA
746
PSI Advisors
Florida
$112K +$375 +2 +0.3%
PB
747
Pinnacle Bancorp
Nebraska
$109K +$89.5K +477 +312%
BHWM
748
Beaird Harris Wealth Management
Texas
$108K +$188 +1 +0.2%
SAM
749
Strategic Asset Management
Minnesota
$106K +$20.8K +111 +22%
CA
750
Clearstead Advisors
Ohio
$102K – – –