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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1026
MBA Advisors
Pennsylvania
$248K – – –
GAG
1027
Goodman Advisory Group
Massachusetts
$247K – – –
HPM
1028
Hoxton Planning & Management
West Virginia
$247K – – –
DWA
1029
Davis Wealth Advisors
New Hampshire
$247K -$5.63K -19 -2%
MFF
1030
Michels Family Financial
Texas
$247K +$592 +2 +0.3%
EC
1031
Eaton-Cambridge
Arizona
$245K +$236K +797 New
TWM
1032
Tanager Wealth Management
United Kingdom
$245K – – –
GSWM
1033
Golden State Wealth Management
California
$244K – – –
Silvercrest Asset Management
1034
Silvercrest Asset Management
New York
$243K – – –
AWM
1035
AAF Wealth Management
Massachusetts
$243K +$296 +1 +0.1%
HIG
1036
Heritage Investment Group
Florida
$242K – – –
KCP
1037
Kera Capital Partners
California
$241K – – –
PC
1038
Promus Capital
Illinois
$241K – – –
KCM
1039
Kanawha Capital Management
Virginia
$241K – – –
Fiduciary Trust
1040
Fiduciary Trust
Massachusetts
$241K +$3.55K +12 +2%
ATC
1041
Argent Trust Co
Tennessee
$241K – – –
MCWS
1042
McKinley Carter Wealth Services
West Virginia
$240K +$296 +1 +0.1%
MWP
1043
MYCIO Wealth Partners
Pennsylvania
$239K – – –
CIA
1044
Covington Investment Advisors
Pennsylvania
$239K – – –
Level Four Advisory Services
1045
Level Four Advisory Services
Texas
$239K +$8.88K +30 +4%
Fisher Asset Management
1046
Fisher Asset Management
Washington
$236K -$245K -828 -52%
Salem Investment Counselors
1047
Salem Investment Counselors
North Carolina
$235K – – –
Smith Salley Wealth Management
1048
Smith Salley Wealth Management
North Carolina
$235K – – –
EMC
1049
Everest Management Corp
California
$235K – – –
IFP Advisors
1050
IFP Advisors
Florida
$235K +$91.5K +309 +68%