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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1026
Goodman Advisory Group
Massachusetts
$229K – – –
HPM
1027
Hoxton Planning & Management
West Virginia
$229K +$212K +803 New
MFF
1028
Michels Family Financial
Texas
$228K – – –
TWM
1029
Tanager Wealth Management
United Kingdom
$227K – – –
GSWM
1030
Golden State Wealth Management
California
$226K – – –
Curi RMB Capital
1031
Curi RMB Capital
Illinois
$226K -$153K -582 -42%
Silvercrest Asset Management
1032
Silvercrest Asset Management
New York
$225K +$208K +789 New
AWM
1033
AAF Wealth Management
Massachusetts
$225K – – –
HIG
1034
Heritage Investment Group
Florida
$225K – – –
KCP
1035
Kera Capital Partners
California
$224K +$207K +784 New
PC
1036
Promus Capital
Illinois
$223K – – –
ATC
1037
Argent Trust Co
Tennessee
$223K – – –
KCM
1038
Kanawha Capital Management
Virginia
$223K – – –
MCWS
1039
McKinley Carter Wealth Services
West Virginia
$222K -$1.58K -6 -0.8%
MWP
1040
MYCIO Wealth Partners
Pennsylvania
$222K – – –
CIA
1041
Covington Investment Advisors
Pennsylvania
$221K +$204K +776 New
Fiduciary Trust
1042
Fiduciary Trust
Massachusetts
$220K -$10.5K -40 -5%
Salem Investment Counselors
1043
Salem Investment Counselors
North Carolina
$218K -$13.7K -52 -6%
EMC
1044
Everest Management Corp
California
$217K +$201K +762 New
Smith Salley Wealth Management
1045
Smith Salley Wealth Management
North Carolina
$217K +$201K +762 New
DSC
1046
Duncker Streett & Co
Missouri
$217K – – –
GWP
1047
Gateway Wealth Partners
Wisconsin
$216K +$200K +758 New
WJA
1048
Willis Johnson & Associates
Texas
$216K -$25.6K -97 -11%
VBFG
1049
Vishria Bird Financial Group
Tennessee
$216K +$199K +757 New
SF
1050
Schaeffer Financial
Maryland
$216K +$199K +757 New