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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$20K +$3.46K +17 +20%
Manulife (Manufacturers Life Insurance)
902
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K – – –
AIM
903
Anchor Investment Management
South Carolina
$19.6K – – –
HWP
904
Highline Wealth Partners
California
$19.4K – – –
AAP
905
Arax Advisory Partners
Colorado
$17.4K – – –
WIM
906
Westside Investment Management
California
$16.6K – – –
CYG
907
Clean Yield Group
Vermont
$16.4K – – –
RG
908
Retirement Group
California
$15.9K – – –
PCM
909
Perritt Capital Management
Illinois
$15.7K -$8.15K -40 -33%
CIA
910
Cape Investment Advisory
Georgia
$15.3K – – –
EA
911
Evolution Advisers
Virginia
$14K – – –
SS
912
Sunbelt Securities
Texas
$13.9K – – –
NCM
913
Northwest Capital Management
Oregon
$13.5K – – –
TSWM
914
Tyler-Stone Wealth Management
Ohio
$13K – – –
APW
915
Atlantic Private Wealth
North Carolina
$12.5K – – –
HMS
916
Hanseatic Management Services
New Mexico
$12.1K +$815 +4 +7%
PFBT
917
Parkside Financial Bank & Trust
Missouri
$11.7K – – –
FA
918
Faithward Advisors
Pennsylvania
$10.9K -$71.5K -351 -87%
PAIM
919
Punch & Associates Investment Management
Minnesota
$9.08K -$19.8K -97 -68%
PP
920
PFS Partners
New Jersey
$8.89K -$8.55K -42 -48%
HDIM
921
Hanson & Doremus Investment Management
Vermont
$8K – – –
FWM
922
Focused Wealth Management
New York
$7.72K – – –
CA
923
Crewe Advisors
Utah
$7.44K – – –
HWA
924
Heritage Wealth Advisors
Virginia
$7.44K -$7.74K -38 -50%
GWSG
925
GPS Wealth Strategies Group
Colorado
$7.04K – – –