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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1001
CNB Bank
Pennsylvania
$221K – – –
MFF
1002
Michels Family Financial
Texas
$221K +$222K +819 New
FIBT
1003
First International Bank & Trust
North Dakota
$220K – – –
BH
1004
Burk Holdings
Oklahoma
$220K +$221K +817 New
RCWM
1005
Royal Capital Wealth Management
Indiana
$220K +$1.35K +5 +0.6%
ACP
1006
Aviance Capital Partners
Florida
$220K – – –
CWA
1007
Clarity Wealth Advisors
California
$219K – – –
FT
1008
Fiduciary Trust
Massachusetts
$218K – – –
LCM
1009
Lazari Capital Management
California
$218K +$1.35K +5 +0.6%
Millennium Management
1010
Millennium Management
New York
$217K -$123K -453 -36%
PA
1011
PFG Advisors
Arizona
$217K -$290K -1,071 -57%
TWM
1012
Tanager Wealth Management
United Kingdom
$214K – – –
AC
1013
Apella Capital
Connecticut
$213K -$11.9K -44 -5%
HIG
1014
Heritage Investment Group
Florida
$212K – – –
AWM
1015
AAF Wealth Management
Massachusetts
$212K -$9.21K -34 -4%
PC
1016
Promus Capital
Illinois
$211K +$212K +783 New
ATC
1017
Argent Trust Co
Tennessee
$211K – – –
W
1018
WorthPointe
California
$210K – – –
MCWS
1019
McKinley Carter Wealth Services
West Virginia
$210K +$542 +2 +0.3%
MWP
1020
MYCIO Wealth Partners
Pennsylvania
$210K – – –
DAS
1021
Diversify Advisory Services
Utah
$209K -$2.98K -11 -1%
CIA
1022
Covington Investment Advisors
Pennsylvania
$209K +$210K +776 New
WTA
1023
Washington Trust Advisors
Massachusetts
$208K – – –
WRPWM
1024
Werba Rubin Papier Wealth Management
California
$208K – – –
GSWM
1025
Golden State Wealth Management
California
$207K +$208K +769 New