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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
751
IFP Advisors
Florida
$194K +$22.5K +128 +9%
National Bank of Canada
752
National Bank of Canada
Quebec, Canada
$192K +$90.9K +518 +89%
SMA
753
Sage Mountain Advisors
Georgia
$191K +$193K +1,099 New
RWPA
754
Richard W. Paul & Associates
Michigan
$191K +$193K +1,098 New
VDBMI
755
Van Den Berg Management I
Texas
$190K +$191K +1,089 New
ADL
756
Asset Dedication LLC
California
$184K -$3.33K -19 -2%
OFG
757
Oxford Financial Group
Indiana
$183K – – –
VCM
758
Versant Capital Management
Arizona
$183K -$1.83M -10,446 -91%
SIC
759
Salem Investment Counselors
North Carolina
$182K – – –
FFA
760
Founders Financial Alliance
North Carolina
$175K +$526 +3 +0.3%
MPCL
761
My Personal CFO LLC
Washington
$162K +$163K +931 New
GIA
762
GHP Investment Advisors
Colorado
$160K – – –
VCM
763
Vigilant Capital Management
Maine
$157K +$158K +900 New
JFG
764
JDM Financial Group
Texas
$156K +$158K +898 New
CFGS
765
Concourse Financial Group Securities
Alabama
$156K -$113K -645 -42%
BFEC
766
Benjamin F. Edwards & Company
Missouri
$153K +$60K +342 +64%
CB
767
CNB Bank
Pennsylvania
$145K -$20.4K -116 -12%
AW
768
Avion Wealth
Texas
$144K – – –
HGWM
769
Harvest Group Wealth Management
Massachusetts
$144K -$17.2K -98 -11%
DSC
770
Duncker Streett & Co
Missouri
$142K – – –
GAG
771
Goodman Advisory Group
Massachusetts
$140K – – –
FSWA
772
Financial Synergies Wealth Advisors
Texas
$140K +$8.25K +47 +6%
TWA
773
TCI Wealth Advisors
Arizona
$139K +$68.4K +390 +96%
BWM
774
BerganKDV Wealth Management
Minnesota
$137K +$99.8K +569 +259%
MWP
775
MYCIO Wealth Partners
Pennsylvania
$135K – – –