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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1051
Soundmark Wealth Management
Washington
– -$6.7M -27,959 Closed
SC
1052
Soundwatch Capital
Connecticut
– -$6.09M -25,413 Closed
SFMG
1053
Sage Financial Management Group
Virginia
– -$5.86M -24,457 Closed
OFS
1054
OneAscent Financial Services
Alabama
– -$5.21M -21,708 Closed
GS
1055
GTS Securities
Florida
– -$4.57M -19,041 Closed
WA
1056
Win Advisors
Florida
– -$2.98M -12,434 Closed
QC
1057
Quadrature Capital
United Kingdom
– -$2.88M -12,014 Closed
PPP
1058
Private Portfolio Partners
New Jersey
– -$2.79M -11,655 Closed
BMM
1059
Berkshire Money Management
Massachusetts
– -$2.66M -11,094 Closed
HF
1060
HRT Financial
New York
– -$2.48M -10,366 Closed
NL
1061
NWAM LLC
Washington
– -$1.78M -7,487 Closed
FTUS
1062
Flow Traders U.S.
New York
– -$1.68M -7,009 Closed
CBFP
1063
Cedar Brook Financial Partners
Ohio
– -$1.68M -7,003 Closed
ACP
1064
Aveo Capital Partners
Colorado
– -$1.56M -6,654 Closed
CAM
1065
Clark Asset Management
New Hampshire
– -$1.4M -5,850 Closed
IAG
1066
Investmark Advisory Group
Connecticut
– -$1.21M -5,052 Closed
GAM
1067
Grandview Asset Management
Pennsylvania
– -$950K -3,963 Closed
EWA
1068
Evolution Wealth Advisors
Florida
– -$644K -2,686 Closed
PS
1069
Portfolio Strategies
New York
– -$641K -2,672 Closed
WWS
1070
Wellington Wealth Strategies
Indiana
– -$586K -2,443 Closed
TGAM
1071
TBH Global Asset Management
Tennessee
– -$534K -2,229 Closed
HFRG
1072
Houlihan Financial Resource Group
Virginia
– -$502K -2,094 Closed
Millennium Management
1073
Millennium Management
New York
– -$492K -2,051 Closed
KFGK
1074
Keystone Financial Group (Kentucky)
Kentucky
– -$457K -1,908 Closed
DP
1075
Denver PWM
Colorado
– -$448K -1,895 Closed