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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1026
Stockman Wealth Management
Montana
$207K +$208K +769 New
Clearstead Advisors
1027
Clearstead Advisors
Ohio
$206K – – –
B
1028
Bensler
Washington
$206K +$206K +762 New
Smith Salley Wealth Management
1029
Smith Salley Wealth Management
North Carolina
$205K – – –
DSC
1030
Duncker Streett & Co
Missouri
$205K +$70.7K +261 +52%
SF
1031
Schaeffer Financial
Maryland
$204K +$205K +757 New
VBFG
1032
Vishria Bird Financial Group
Tennessee
$204K +$205K +757 New
Arax Advisory Partners
1033
Arax Advisory Partners
Colorado
$204K -$66.1K -244 -24%
PA
1034
Probity Advisors
Texas
$202K -$103K -381 -34%
OC
1035
Oarsman Capital
Wisconsin
$202K – – –
NFP
1036
Narus Financial Partners
Utah
$202K +$203K +750 New
TFP
1037
Triune Financial Partners
Kansas
$202K +$203K +748 New
WA
1038
Waddell & Associates
Tennessee
$201K +$202K +747 New
SPA
1039
Sentinel Pension Advisors
Massachusetts
$201K +$202K +746 New
Level Four Advisory Services
1040
Level Four Advisory Services
Texas
$201K +$202K +744 New
CFGS
1041
Concourse Financial Group Securities
Alabama
$194K – – –
Montag & Associates
1042
Montag & Associates
Georgia
$194K – – –
MAM
1043
Marquette Asset Management
Minnesota
$193K – – –
FRA
1044
Front Row Advisors
California
$191K +$20.3K +75 +12%
HCA
1045
Heck Capital Advisors
Wisconsin
$189K +$190K +702 New
Geneos Wealth Management
1046
Geneos Wealth Management
Colorado
$185K +$542 +2 +0.3%
GA
1047
GoalVest Advisory
New York
$185K -$10.8K -40 -6%
HWM
1048
Hemington Wealth Management
Virginia
$183K +$101K +373 +121%
SC
1049
Solstein Capital
California
$179K – – –
WI
1050
Wintrust Investments
Illinois
$178K +$9.21K +34 +5%