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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
SNS Financial Group
Minnesota
$203K +$197K +918 New
CWM
752
Congress Wealth Management
Massachusetts
$201K +$195K +911 New
MFG
753
Mission Financial Group
Nevada
$201K +$137K +637 New
KSWA
754
Kathleen S. Wright Associates
Pennsylvania
$197K +$191K +892 New
AW
755
Avion Wealth
Texas
$196K -$9.65K -45 -5%
NL
756
NVWM LLC
Pennsylvania
$191K +$12.4K +58 +7%
CA
757
Cornerstone Advisory
Maryland
$178K +$173K +805 New
MTIC
758
Missouri Trust & Investment Company
Missouri
$177K +$172K +800 New
MWP
759
MYCIO Wealth Partners
Pennsylvania
$172K +$167K +777 New
TC
760
TAP Consulting
Missouri
$171K +$166K +772 New
WTA
761
Washington Trust Advisors
Massachusetts
$171K +$166K +773 New
BAM
762
Baldrige Asset Management
Pennsylvania
$164K – – –
HCP
763
Hexagon Capital Partners
Arkansas
$163K – – –
SIC
764
Salem Investment Counselors
North Carolina
$163K +$15.2K +71 +11%
ADL
765
Asset Dedication LLC
California
$162K -$54.5K -254 -26%
HF
766
Halpern Financial
Virginia
$161K – – –
Koshinski Asset Management
767
Koshinski Asset Management
Illinois
$155K – – –
SC
768
Solstein Capital
California
$147K – – –
HWA
769
HHM Wealth Advisors
Tennessee
$146K -$9.01K -42 -6%
FDCDDQ
770
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K – – –
PA
771
PSI Advisors
Florida
$143K +$429 +2 +0.3%
BHWM
772
Beaird Harris Wealth Management
Texas
$134K +$130K +606 New
CA
773
Clearstead Advisors
Ohio
$130K – – –
FRA
774
Front Row Advisors
California
$128K – – –
GM
775
GeoWealth Management
Illinois
$125K -$16.1M -74,997 -99%