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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
1076
First Citizens Bank & Trust
North Carolina
– -$452K -1,885 Closed
WAG
1077
Wallace Advisory Group
California
– -$403K -1,849 Closed
Members Trust
1078
Members Trust
Florida
– -$414K -1,725 Closed
CAC
1079
Certified Advisory Corp
Florida
– -$411K -1,713 Closed
CWM
1080
Calamos Wealth Management
Illinois
– -$378K -1,575 Closed
JWM
1081
JGP Wealth Management
Oregon
– -$355K -1,481 Closed
AA
1082
AlphaQ Advisors
Florida
– -$337K -1,406 Closed
CSIA
1083
Charles Schwab Investment Advisory
California
– -$327K -1,363 Closed
CW
1084
CreativeOne Wealth
Kansas
– -$326K -1,360 Closed
FC
1085
Forte Capital
New York
– -$322K -1,343 Closed
ACM
1086
Ategra Capital Management
Virginia
– -$300K -1,252 Closed
LWM
1087
Laidlaw Wealth Management
New York
– -$292K -1,218 Closed
OWM
1088
Opes Wealth Management
California
– -$291K -1,214 Closed
TWM
1089
Trevian Wealth Management
Massachusetts
– -$285K -1,190 Closed
EW
1090
Evoke Wealth
California
– -$282K -1,176 Closed
FPIS
1091
Financial Planning & Information Services
Wisconsin
– -$264K -1,100 Closed
MWA
1092
Monograph Wealth Advisors
California
– -$262K -1,093 Closed
FWM
1093
Foguth Wealth Management
Michigan
– -$258K -1,075 Closed
SAW
1094
Signal Advisors Wealth
Michigan
– -$258K -1,075 Closed
SGI
1095
Summit Global Investments
Utah
– -$257K -1,070 Closed
HCM
1096
Howland Capital Management
Massachusetts
– -$252K -1,050 Closed
TF
1097
Theory Financial
Colorado
– -$252K -1,050 Closed
CWM
1098
CCG Wealth Management
California
– -$249K -1,038 Closed
CA
1099
CoreCap Advisors
Michigan
– -$242K -1,009 Closed
HWP
1100
Hibernia Wealth Partners
Louisiana
– -$217K -905 Closed