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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
726
Callan Capital
California
$214K +$216K +1,231 New
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$213K +$215K +1,224 New
MA
728
Mezzasalma Advisors
New Jersey
$213K -$9.3K -53 -4%
GLA
729
Good Life Advisors
Pennsylvania
$212K -$17K -97 -7%
TWM
730
Trevian Wealth Management
Massachusetts
$211K +$213K +1,212 New
CT
731
Coastline Trust
Rhode Island
$209K +$211K +1,200 New
SIA
732
Schechter Investment Advisors
Michigan
$209K +$211K +1,200 New
IAA
733
Ironsides Asset Advisors
North Carolina
$209K +$211K +1,200 New
FCI
734
Financial Counselors Inc
Kansas
$208K +$209K +1,192 New
SCP
735
Shorepoint Capital Partners
Massachusetts
$207K +$208K +1,188 New
WPC
736
Waters Parkerson & Co
Louisiana
$207K +$208K +1,188 New
WDG
737
Wealth Dimensions Group
Ohio
$204K +$205K +1,171 New
HCM
738
Howland Capital Management
Massachusetts
$204K +$205K +1,169 New
MIM
739
Marco Investment Management
Georgia
$203K +$205K +1,167 New
ACM
740
Argent Capital Management
Missouri
$203K +$205K +1,166 New
PCA
741
Private Capital Advisors
Connecticut
$203K +$205K +1,168 New
WFPG
742
Waller Financial Planning Group
Ohio
$200K +$202K +1,149 New
HIMC
743
Heritage Investors Management Corp
Maryland
$200K +$202K +1,150 New
CA
744
CoreCap Advisors
Michigan
$199K +$201K +1,144 New
SWM
745
Spire Wealth Management
Virginia
$197K – – –
BA
746
Ballast Advisors
Minnesota
$197K – – –
DI
747
Disciplined Investments
Oklahoma
$197K – – –
HWMA
748
Heritage Wealth Management (Arizona)
Arizona
$196K +$94.2K +537 +91%
GA
749
GoalVest Advisory
New York
$195K +$35.1K +200 +22%
AF
750
Advisornet Financial
Minnesota
$194K -$5.96K -34 -3%