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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
876
PFG Private Wealth Management
Florida
$7K
FWM
877
Focused Wealth Management
New York
$6.79K
LFG
878
Larson Financial Group
Missouri
$6.1K
PFA
879
Pathway Financial Advisers
Indiana
$5.95K +$5.96K +34 New
SWA
880
SOA Wealth Advisors
New York
$5.31K
TCWA
881
Ten Capital Wealth Advisors
Washington
$5.05K
EWM
882
EPG Wealth Management
Georgia
$4.88K
TAM
883
Townsend Asset Management
North Carolina
$4.18K
EWM
884
Endurance Wealth Management
Rhode Island
$4K +$3.86K +22 New
CA
885
Crewe Advisors
Utah
$3.83K
GWANC
886
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.48K -$15.8K -90 -82%
CIBC Private Wealth Group
887
CIBC Private Wealth Group
Georgia
$2.14K +$21.1K +120 +1%
TA
888
Tectonic Advisors
Texas
$1.74K +$1.75K +10 New
MA
889
Montag & Associates
Georgia
$1.39K
FCA
890
FinTrust Capital Advisors
South Carolina
$697
WIM
891
Westside Investment Management
California
$14
JWM
892
Jackson Wealth Management
Florida
-$13.7M -83,797 Closed
CCMD
893
Cypress Capital Management (Delaware)
Delaware
-$2.76M -16,851 Closed
ML
894
McAdam LLC
Pennsylvania
-$2.69M -16,440 Closed
VCM
895
Virtue Capital Management
Tennessee
-$1.26M -7,699 Closed
CIBC World Market
896
CIBC World Market
Ontario, Canada
-$1.26M -7,695 Closed
TI
897
Trexquant Investment
Connecticut
-$763K -4,668 Closed
HPWM
898
Highland Private Wealth Management
Washington
-$644K -3,934 Closed
UA
899
Unison Advisors
District of Columbia
-$427K -2,611 Closed
PCIA
900
Prime Capital Investment Advisors
Kansas
-$406K -2,480 Closed