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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
901
Baker Tilly Wealth Management
Wisconsin
– -$4.34M -24,939 Closed
NEAM
902
New England Asset Management
Connecticut
– -$2.99M -17,140 Closed
ACG
903
Allen Capital Group
Nebraska
– -$1.39M -16,910 Closed
Millennium Management
904
Millennium Management
New York
– -$2.75M -15,798 Closed
FPAS
905
Focus Partners Advisor Solutions
Missouri
– -$2.67M -15,354 Closed
GM
906
GeoWealth Management
Illinois
– -$2.27M -13,026 Closed
WAG
907
Wallace Advisory Group
California
– -$1.51M -8,669 Closed
TWM
908
TMD Wealth Management
Arizona
– -$661K -3,792 Closed
MCC
909
Money Concepts Capital
Florida
– -$624K -3,580 Closed
Renaissance Technologies
910
Renaissance Technologies
New York
– -$592K -3,400 Closed
FANJ
911
Financial Architects (New Jersey)
New Jersey
– -$547K -3,143 Closed
TSS
912
Two Sigma Securities
New York
– -$514K -2,950 Closed
HFS
913
Heritage Financial Services
Massachusetts
– -$488K -2,802 Closed
AssetMark Inc
914
AssetMark Inc
California
– -$446K -2,562 Closed
BOSSRA
915
B.O.S.S. Retirement Advisors
Utah
– -$392K -2,250 Closed
WFC
916
Western Financial Corp
California
– -$289K -1,658 Closed
MHS
917
M Holdings Securities
Oregon
– -$271K -1,487 Closed
PFA
918
Peak Financial Advisors
Colorado
– -$239K -1,374 Closed
DI
919
DFPG Investments
Utah
– -$247K -1,369 Closed
MA
920
Mutual Advisors
Nebraska
– -$216K -1,238 Closed
CF
921
Clarity Financial
Texas
– -$215K -1,232 Closed
PCA
922
Private Capital Advisors
Connecticut
– -$203K -1,168 Closed
ACM
923
Argent Capital Management
Missouri
– -$203K -1,166 Closed
WFPG
924
Waller Financial Planning Group
Ohio
– -$200K -1,149 Closed
MPCL
925
My Personal CFO LLC
Washington
– -$162K -931 Closed