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Vanguard Morningstar Large-Cap ETF

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