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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
901
NBT Bank
New York
$212K -$13K -57 -6%
FF
902
Francis Financial
$212K -$42.1K -184 -17%
UFAC
903
Urban Financial Advisory Corp
Illinois
$210K +$201K +878 New
CIA
904
Cladis Investment Advisory
Montana
$207K +$198K +865 New
SW
905
SkyOak Wealth
Michigan
$207K +$198K +864 New
PHWM
906
Pine Harbor Wealth Management
Maryland
$205K -$358K -1,565 -65%
AWM
907
AAF Wealth Management
Massachusetts
$205K +$195K +853 New
PSF
908
Pacific Sun Financial
California
$204K +$194K +850 New
SWM
909
Sterling Wealth Management
Illinois
$203K +$194K +848 New
CF
910
Clarity Financial
Texas
$202K -$88.8K -388 -31%
AC
911
Apella Capital
Connecticut
$202K +$194K +847 New
Citadel Advisors
912
Citadel Advisors
Florida
$202K -$509K -2,226 -73%
SWA
913
Strategies Wealth Advisors
Michigan
$200K +$191K +835 New
GA
914
GoalVest Advisory
New York
$199K – – –
BA
915
Ballast Advisors
Minnesota
$198K -$2.52K -11 -1%
CB
916
CNB Bank
Pennsylvania
$197K – – –
GAG
917
Goodman Advisory Group
Massachusetts
$193K – – –
DSC
918
Duncker Streett & Co
Missouri
$191K – – –
FSWA
919
Financial Synergies Wealth Advisors
Texas
$187K -$4.58K -20 -2%
MWP
920
MYCIO Wealth Partners
Pennsylvania
$186K – – –
WTA
921
Washington Trust Advisors
Massachusetts
$185K – – –
FFA
922
Founders Financial Alliance
North Carolina
$183K +$458 +2 +0.3%
CIAS
923
Capital Investment Advisory Services
North Carolina
$182K -$1.59M -6,946 -90%
MAM
924
Marquette Asset Management
Minnesota
$176K – – –
HF
925
Halpern Financial
Virginia
$174K – – –