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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
801
Avion Wealth
Texas
$179K
CB
802
CNB Bank
Pennsylvania
$166K
FSWA
803
Financial Synergies Wealth Advisors
Texas
$166K +$2.68K +14 +2%
GAG
804
Goodman Advisory Group
Massachusetts
$163K
MJRIC
805
Mogy Joel R Investment Counsel
California
$162K
DSC
806
Duncker Streett & Co
Missouri
$162K
BWM
807
BerganKDV Wealth Management
Minnesota
$158K
MWP
808
MYCIO Wealth Partners
Pennsylvania
$158K
QCG
809
Quadrant Capital Group
Ohio
$157K
WTA
810
Washington Trust Advisors
Massachusetts
$157K
TSW
811
Thompson Siegel & Walmsley
Virginia
$154K
FFA
812
Founders Financial Alliance
North Carolina
$154K -$43.5K -227 -23%
KFI
813
Key Financial Inc
Pennsylvania
$153K
GA
814
GoalVest Advisory
New York
$150K -$67.1K -350 -32%
HF
815
Halpern Financial
Virginia
$148K
BHWM
816
Beaird Harris Wealth Management
Texas
$143K
CFGS
817
Concourse Financial Group Securities
Alabama
$141K
BCM
818
Bourgeon Capital Management
Connecticut
$139K
TPCW
819
TD Private Client Wealth
New York
$139K +$90.5K +472 +223%
SC
820
Solstein Capital
California
$135K
PA
821
PSI Advisors
Florida
$134K +$383 +2 +0.3%
CTA
822
Colonial Trust Advisors
South Carolina
$131K
PB
823
Pinnacle Bancorp
Nebraska
$129K
CA
824
Clearstead Advisors
Ohio
$119K
GWM
825
Geneos Wealth Management
Colorado
$116K -$7.28K -38 -6%