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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1026
Tanager Wealth Management
United Kingdom
$204K – – –
VWA
1027
Visionary Wealth Advisors
Illinois
$204K -$24.9K -92 -10%
GSWM
1028
Golden State Wealth Management
California
$204K +$6.23K +23 +3%
NC
1029
North Capital
Utah
$203K +$213K +788 New
AWM
1030
AAF Wealth Management
Massachusetts
$202K – – –
HIG
1031
Heritage Investment Group
Florida
$202K – – –
MCWS
1032
McKinley Carter Wealth Services
West Virginia
$202K +$1.9K +7 +0.9%
PC
1033
Promus Capital
Illinois
$201K – – –
ATC
1034
Argent Trust Co
Tennessee
$201K – – –
KCM
1035
Kanawha Capital Management
Virginia
$201K +$212K +782 New
MWP
1036
MYCIO Wealth Partners
Pennsylvania
$200K – – –
WTA
1037
Washington Trust Advisors
Massachusetts
$199K – – –
Clearstead Advisors
1038
Clearstead Advisors
Ohio
$196K – – –
Geneos Wealth Management
1039
Geneos Wealth Management
Colorado
$196K +$20.6K +76 +11%
DSC
1040
Duncker Streett & Co
Missouri
$196K – – –
FWA
1041
Flagship Wealth Advisors
Massachusetts
$193K +$203K +750 New
HWM
1042
Hemington Wealth Management
Virginia
$186K +$11.6K +43 +6%
Montag & Associates
1043
Montag & Associates
Georgia
$185K – – –
FRA
1044
Front Row Advisors
California
$183K +$1.08K +4 +0.6%
MAM
1045
Marquette Asset Management
Minnesota
$181K -$2.71K -10 -1%
HBW
1046
Hazlett, Burt & Watson
West Virginia
$176K -$118K -434 -39%
PB
1047
Pinnacle Bancorp
Nebraska
$172K +$15.4K +57 +9%
SC
1048
Solstein Capital
California
$171K – – –
GA
1049
GoalVest Advisory
New York
$168K -$8.94K -33 -5%
SIS
1050
Strategic Investment Solutions
Illinois
$158K +$2.17K +8 +1%