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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
726
Geneos Wealth Management
Colorado
$179K +$1.88K +10 +1%
IA
727
IFP Advisors
Florida
$176K
BMD
728
Better Money Decisions
New Mexico
$164K +$178K +949 New
CB
729
CNB Bank
Pennsylvania
$163K
GIA
730
GHP Investment Advisors
Colorado
$159K
AW
731
Avion Wealth
Texas
$153K
AssetMark Inc
732
AssetMark Inc
California
$152K -$134K -712 -45%
DSC
733
Duncker Streett & Co
Missouri
$141K +$3.75K +20 +3%
MTIC
734
Missouri Trust & Investment Company
Missouri
$138K
GAG
735
Goodman Advisory Group
Massachusetts
$138K +$151K +803 New
FSWA
736
Financial Synergies Wealth Advisors
Texas
$138K +$150K +800 New
MWP
737
MYCIO Wealth Partners
Pennsylvania
$134K
WTA
738
Washington Trust Advisors
Massachusetts
$133K
KSWA
739
Kathleen S. Wright Associates
Pennsylvania
$132K +$375 +2 +0.3%
BAM
740
Baldrige Asset Management
Pennsylvania
$128K
HF
741
Halpern Financial
Virginia
$126K
SC
742
Solstein Capital
California
$115K
TSW
743
Thompson Siegel & Walmsley
Virginia
$115K
FDCDDQ
744
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K
PA
745
PSI Advisors
Florida
$112K +$375 +2 +0.3%
PB
746
Pinnacle Bancorp
Nebraska
$109K +$89.5K +477 +312%
BHWM
747
Beaird Harris Wealth Management
Texas
$108K +$188 +1 +0.2%
SAM
748
Strategic Asset Management
Minnesota
$106K +$20.8K +111 +22%
CA
749
Clearstead Advisors
Ohio
$102K
National Bank of Canada
750
National Bank of Canada
Quebec, Canada
$100K