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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
826
Source Financial Advisors
New York
– -$4.3M -24,927 Closed
LWM
827
Laidlaw Wealth Management
New York
– -$4.15M -24,084 Closed
E
828
Ergoteles
New York
– -$2M -11,627 Closed
CCWA
829
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.81M -10,507 Closed
ES
830
Eagle Strategies
New York
– -$1.08M -6,286 Closed
CH
831
Canton Hathaway
Rhode Island
– -$862K -5,000 Closed
CWA
832
Choice Wealth Advisors
Maine
– -$451K -2,616 Closed
AO
833
Advisor OS
Illinois
– -$418K -2,425 Closed
BBA
834
Braun-Bostich & Associates
Pennsylvania
– -$418K -2,425 Closed
FNT
835
First National Trust
Pennsylvania
– -$415K -2,406 Closed
WIM
836
Warwick Investment Management
Texas
– -$381K -2,211 Closed
VWA
837
V Wealth Advisors
Kansas
– -$381K -2,207 Closed
CS
838
Credit Suisse
Switzerland
– -$349K -2,026 Closed
PIA
839
Powell Investment Advisors
Florida
– -$329K -1,907 Closed
ACM
840
Atlanta Capital Management
Georgia
– -$299K -1,735 Closed
FTS
841
Fifth Third Securities
Ohio
– -$283K -1,642 Closed
SWM
842
Salvus Wealth Management
New Jersey
– -$282K -1,637 Closed
CA
843
CGN Advisors
Kansas
– -$259K -1,501 Closed
CG
844
CFO4Life Group
Texas
– -$235K -1,347 Closed
FCI
845
Financial Counselors Inc
Kansas
– -$232K -1,346 Closed
FF
846
Francis Financial
– -$231K -1,276 Closed
SSWM
847
Smith Salley Wealth Management
North Carolina
– -$215K -1,250 Closed
PSF
848
Pacific Sun Financial
California
– -$214K -1,240 Closed
KC
849
Kingfisher Capital
North Carolina
– -$210K -1,216 Closed
TWM
850
Trevian Wealth Management
Massachusetts
– -$209K -1,212 Closed