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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
901
Francis Financial
$212K -$42.1K -184 -17%
UFAC
902
Urban Financial Advisory Corp
Illinois
$210K +$201K +878 New
CIA
903
Cladis Investment Advisory
Montana
$207K +$198K +865 New
SW
904
SkyOak Wealth
Michigan
$207K +$198K +864 New
PHWM
905
Pine Harbor Wealth Management
Maryland
$205K -$358K -1,565 -65%
AWM
906
AAF Wealth Management
Massachusetts
$205K +$195K +853 New
PSF
907
Pacific Sun Financial
California
$204K +$194K +850 New
SWM
908
Sterling Wealth Management
Illinois
$203K +$194K +848 New
CF
909
Clarity Financial
Texas
$202K -$88.8K -388 -31%
AC
910
Apella Capital
Connecticut
$202K +$194K +847 New
Citadel Advisors
911
Citadel Advisors
Florida
$202K -$509K -2,226 -73%
SWA
912
Strategies Wealth Advisors
Michigan
$200K +$191K +835 New
GA
913
GoalVest Advisory
New York
$199K
BA
914
Ballast Advisors
Minnesota
$198K -$2.52K -11 -1%
CB
915
CNB Bank
Pennsylvania
$197K
GAG
916
Goodman Advisory Group
Massachusetts
$193K
DSC
917
Duncker Streett & Co
Missouri
$191K
FSWA
918
Financial Synergies Wealth Advisors
Texas
$187K -$4.58K -20 -2%
MWP
919
MYCIO Wealth Partners
Pennsylvania
$186K
WTA
920
Washington Trust Advisors
Massachusetts
$185K
FFA
921
Founders Financial Alliance
North Carolina
$183K +$458 +2 +0.3%
CIAS
922
Capital Investment Advisory Services
North Carolina
$182K -$1.59M -6,946 -90%
MAM
923
Marquette Asset Management
Minnesota
$176K
HF
924
Halpern Financial
Virginia
$174K
KSWA
925
Kathleen S. Wright Associates
Pennsylvania
$171K +$6.18K +27 +4%