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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Smartleaf Asset Management
1076
Smartleaf Asset Management
Massachusetts
$239K +$205K +656 +395%
TWM
1077
Tanager Wealth Management
United Kingdom
$238K – – –
Capital International Investors
1078
Capital International Investors
California
$237K -$316K -1,010 -55%
CFG
1079
Clayton Financial Group
Missouri
$237K +$65.4K +209 +36%
UBV
1080
United Bank (Virginia)
Virginia
$237K -$135K -432 -35%
DSC
1081
Duncker Streett & Co
Missouri
$237K +$10.3K +33 +4%
IFP Advisors
1082
IFP Advisors
Florida
$237K +$2.5K +8 +1%
JSA
1083
Jim Saulnier & Associates
Colorado
$236K +$247K +790 New
APFP
1084
Action Point Financial Planning
Michigan
$236K +$247K +790 New
AWM
1085
AAF Wealth Management
Massachusetts
$236K – – –
AWMS
1086
Advocacy Wealth Management Services
Georgia
$236K – – –
Silvercrest Asset Management
1087
Silvercrest Asset Management
New York
$236K – – –
OC
1088
Oarsman Capital
Wisconsin
$235K +$626 +2 +0.3%
CCM
1089
Canal Capital Management
Virginia
$235K -$82.9K -265 -25%
HIG
1090
Heritage Investment Group
Florida
$235K – – –
ACP
1091
Aviance Capital Partners
Florida
$235K -$8.76K -28 -3%
VWA
1092
Visionary Wealth Advisors
Illinois
$234K -$14.4K -46 -6%
AT
1093
Arlington Trust
Alabama
$234K -$36.6K -117 -13%
ATC
1094
Argent Trust Co
Tennessee
$234K – – –
MCWS
1095
McKinley Carter Wealth Services
West Virginia
$234K – – –
MSG
1096
Main Street Group
Virginia
$233K -$41.9K -134 -15%
MWP
1097
MYCIO Wealth Partners
Pennsylvania
$232K – – –
GAG
1098
Goodman Advisory Group
Massachusetts
$232K – – –
CIA
1099
Covington Investment Advisors
Pennsylvania
$232K – – –
Klingman & Associates
1100
Klingman & Associates
New York
$232K +$6.88K +22 +3%