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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
801
Disciplined Investments
Oklahoma
$181K -$26.8K -140 -14%
AW
802
Avion Wealth
Texas
$179K – – –
CB
803
CNB Bank
Pennsylvania
$166K – – –
FSWA
804
Financial Synergies Wealth Advisors
Texas
$166K +$2.68K +14 +2%
GAG
805
Goodman Advisory Group
Massachusetts
$163K – – –
MJRIC
806
Mogy Joel R Investment Counsel
California
$162K – – –
DSC
807
Duncker Streett & Co
Missouri
$162K – – –
BWM
808
BerganKDV Wealth Management
Minnesota
$158K – – –
MWP
809
MYCIO Wealth Partners
Pennsylvania
$158K – – –
QCG
810
Quadrant Capital Group
Ohio
$157K – – –
WTA
811
Washington Trust Advisors
Massachusetts
$157K – – –
TSW
812
Thompson Siegel & Walmsley
Virginia
$154K – – –
FFA
813
Founders Financial Alliance
North Carolina
$154K -$43.5K -227 -23%
KFI
814
Key Financial Inc
Pennsylvania
$153K – – –
GA
815
GoalVest Advisory
New York
$150K -$67.1K -350 -32%
HF
816
Halpern Financial
Virginia
$148K – – –
BHWM
817
Beaird Harris Wealth Management
Texas
$143K – – –
CFGS
818
Concourse Financial Group Securities
Alabama
$141K – – –
BCM
819
Bourgeon Capital Management
Connecticut
$139K – – –
TPCW
820
TD Private Client Wealth
New York
$139K +$90.5K +472 +223%
SC
821
Solstein Capital
California
$135K – – –
PA
822
PSI Advisors
Florida
$134K +$383 +2 +0.3%
CTA
823
Colonial Trust Advisors
South Carolina
$131K – – –
PB
824
Pinnacle Bancorp
Nebraska
$129K – – –
CA
825
Clearstead Advisors
Ohio
$119K – – –