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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Spire Wealth Management
Virginia
$229K – – –
GIA
752
Gladstone Institutional Advisory
Florida
$228K -$1.73K -9 -0.8%
MAM
753
Marquette Asset Management
Minnesota
$228K -$33.5K -175 -13%
MW
754
Marcum Wealth
Ohio
$226K – – –
VBFP
755
Valtinson Bruner Financial Planning
Minnesota
$226K -$10.2K -53 -5%
AFG
756
Altiora Financial Group
Ohio
$223K – – –
FPIS
757
Financial Planning & Information Services
Wisconsin
$223K – – –
National Bank of Canada
758
National Bank of Canada
Quebec, Canada
$223K +$19.2K +100 +10%
RWPA
759
Richard W. Paul & Associates
Michigan
$223K – – –
MWA
760
Monograph Wealth Advisors
California
$222K – – –
GCP
761
GSA Capital Partners
United Kingdom
$220K +$208K +1,087 New
NEPWA
762
New England Private Wealth Advisors
Massachusetts
$220K +$208K +1,083 New
SYBT
763
Stock Yards Bank & Trust
Kentucky
$219K – – –
HIMC
764
Heritage Investors Management Corp
Maryland
$218K +$575 +3 +0.3%
TSWM
765
Triangle Securities Wealth Management
North Carolina
$218K – – –
FF
766
Francis Financial
$217K +$205K +1,068 New
UA
767
Unison Advisors
District of Columbia
$216K +$205K +1,067 New
LFS
768
Lutz Financial Services
Nebraska
$216K +$205K +1,067 New
LFAS
769
Level Four Advisory Services
Texas
$215K +$203K +1,061 New
ADL
770
Asset Dedication LLC
California
$215K – – –
MAS
771
Meeder Advisory Services
Ohio
$215K -$86.3K -450 -30%
OFG
772
Oxford Financial Group
Indiana
$213K – – –
WCM
773
Wealthcare Capital Management
Virginia
$213K +$201K +1,050 New
TWM
774
Tanager Wealth Management
United Kingdom
$213K +$201K +1,049 New
BA
775
Ballast Advisors
Minnesota
$212K -$575 -3 -0.3%