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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
901
MYCIO Wealth Partners
Pennsylvania
$170K – – –
WTA
902
Washington Trust Advisors
Massachusetts
$169K – – –
FFA
903
Founders Financial Alliance
North Carolina
$166K +$409 +2 +0.3%
TSW
904
Thompson Siegel & Walmsley
Virginia
$166K – – –
MAM
905
Marquette Asset Management
Minnesota
$161K -$79.1K -387 -34%
HF
906
Halpern Financial
Virginia
$157K – – –
National Bank of Canada
907
National Bank of Canada
Quebec, Canada
$154K – – –
CFGS
908
Concourse Financial Group Securities
Alabama
$152K – – –
KSWA
909
Kathleen S. Wright Associates
Pennsylvania
$150K +$32.9K +161 +31%
BCM
910
Bourgeon Capital Management
Connecticut
$150K – – –
PA
911
PSI Advisors
Florida
$145K +$613 +3 +0.5%
SC
912
Solstein Capital
California
$145K – – –
VDBMI
913
Van Den Berg Management I
Texas
$144K -$73.6K -360 -35%
FSWA
914
Financial Synergies Wealth Advisors
Texas
$140K -$3.68K -18 -2%
WP
915
WealthShield Partners
North Carolina
$138K -$224K -1,097 -63%
PB
916
Pinnacle Bancorp
Nebraska
$138K -$409 -2 -0.3%
MA
917
Montag & Associates
Georgia
$134K +$126K +614 New
GWM
918
Geneos Wealth Management
Colorado
$132K +$8.18K +40 +7%
SIS
919
Strategic Investment Solutions
Illinois
$131K -$3.91M -19,142 -97%
KFI
920
Key Financial Inc
Pennsylvania
$130K -$18.8K -92 -13%
DFA
921
DHJJ Financial Advisors
Illinois
$129K -$3.68K -18 -3%
CA
922
Clearstead Advisors
Ohio
$128K – – –
BNP Paribas Financial Markets
923
BNP Paribas Financial Markets
France
$124K +$38.8K +190 +50%
SC
924
Stephens Consulting
Michigan
$120K – – –
HGERS
925
Householder Group Estate & Retirement Specialist
Arizona
$115K -$1.23K -6 -1%