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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
901
Atlantic Union Bankshares
Virginia
-$208K -942 Closed
BMD
902
Better Money Decisions
New Mexico
-$208K -942 Closed
PCA
903
Private Capital Advisors
Connecticut
-$208K -940 Closed
MPCL
904
My Personal CFO LLC
Washington
-$206K -931 Closed
PFPT
905
Pinnacle Financial Partners (Tennessee)
Tennessee
-$204K -923 Closed
SFG
906
SNS Financial Group
Minnesota
-$203K -918 Closed
CA
907
Cornerstone Advisory
Maryland
-$178K -805 Closed
TC
908
TAP Consulting
Missouri
-$171K -772 Closed
GM
909
GeoWealth Management
Illinois
-$125K -564 Closed
EWM
910
Edge Wealth Management
New York
-$124K -560 Closed
RK
911
Rather & Kittrell
Tennessee
-$55K -253 Closed
PFGIA
912
Patriot Financial Group Insurance Agency
Massachusetts
-$49K -220 Closed
CCM
913
Chilton Capital Management
Texas
-$42K -189 Closed
FPWM
914
FSB Premier Wealth Management
Iowa
-$37K -170 Closed
RI
915
Rinkey Investments
California
-$29K -135 Closed
TRCT
916
Tower Research Capital (TRC)
New York
-$21K -97 Closed
SFG
917
Steward Financial Group
Texas
-$17K -77 Closed
Lazard Asset Management
918
Lazard Asset Management
New York
-$14K -65 Closed
AF
919
Affiance Financial
Minnesota
-$14K -62 Closed
LS
920
Leelyn Smith
Illinois
-$8K -37 Closed
GI
921
Gradient Investments
Minnesota
-$7K -32 Closed
BFEC
922
Benjamin F. Edwards & Company
Missouri
+$411 +2 New