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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
$227K
GSWM
1027
Golden State Wealth Management
California
$226K
CRC
1028
Curi RMB Capital
Illinois
$226K -$153K -582 -42%
SAM
1029
Silvercrest Asset Management
New York
$225K +$208K +789 New
AWM
1030
AAF Wealth Management
Massachusetts
$225K
HIG
1031
Heritage Investment Group
Florida
$225K
KCP
1032
Kera Capital Partners
California
$224K +$207K +784 New
PC
1033
Promus Capital
Illinois
$223K
ATC
1034
Argent Trust Co
Tennessee
$223K
KCM
1035
Kanawha Capital Management
Virginia
$223K
MCWS
1036
McKinley Carter Wealth Services
West Virginia
$222K -$1.58K -6 -0.8%
MWP
1037
MYCIO Wealth Partners
Pennsylvania
$222K
CIA
1038
Covington Investment Advisors
Pennsylvania
$221K +$204K +776 New
FT
1039
Fiduciary Trust
Massachusetts
$220K -$10.5K -40 -5%
SIC
1040
Salem Investment Counselors
North Carolina
$218K -$13.7K -52 -6%
EMC
1041
Everest Management Corp
California
$217K +$201K +762 New
SSWM
1042
Smith Salley Wealth Management
North Carolina
$217K +$201K +762 New
DSC
1043
Duncker Streett & Co
Missouri
$217K
GWP
1044
Gateway Wealth Partners
Wisconsin
$216K +$200K +758 New
WJA
1045
Willis Johnson & Associates
Texas
$216K -$25.6K -97 -11%
VBFG
1046
Vishria Bird Financial Group
Tennessee
$216K +$199K +757 New
SF
1047
Schaeffer Financial
Maryland
$216K +$199K +757 New
TFA
1048
Tobias Financial Advisors
Florida
$215K +$199K +754 New
AI
1049
Axos Invest
Nevada
$215K -$17.7K -67 -8%
TFP
1050
Triune Financial Partners
Kansas
$214K -$98.3K -373 -33%