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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
1126
Red Tortoise LLC
Georgia
$38K – – –
WAG
1127
Wiser Advisor Group
Arizona
$37.5K – – –
FMB
1128
Field & Main Bank
Kentucky
$37.2K – – –
GIA
1129
GHP Investment Advisors
Colorado
$35.9K – – –
VWWMG
1130
Vermillion & White Wealth Management Group
Pennsylvania
$35.1K – – –
PCM
1131
Perritt Capital Management
Illinois
$30.8K +$8.94K +33 +41%
CBT
1132
Crews Bank & Trust
Florida
$29.7K +$29.8K +110 New
CWM
1133
Consultiva Wealth Management
Puerto Rico
$27.8K +$27.9K +103 New
AIM
1134
Anchor Investment Management
South Carolina
$27K – – –
Manulife (Manufacturers Life Insurance)
1135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.4K -$2.17K -8 -8%
AEPWM
1136
Atlantic Edge Private Wealth Management
Florida
$25.1K +$25.2K +93 New
PPWM
1137
PFG Private Wealth Management
Florida
$24.8K – – –
RWS
1138
Retirement Wealth Solutions
Wisconsin
$23.3K +$23.6K +87 New
GKIM
1139
GW&K Investment Management
Massachusetts
$22K – – –
RF
1140
Robinswood Financial
Washington
$21.8K – – –
WWA
1141
Wingate Wealth Advisors
Massachusetts
$21.6K +$21.7K +80 New
WFA
1142
West Financial Advisors
Iowa
$21K – – –
AWM
1143
AllSquare Wealth Management
New York
$20.8K – – –
BC
1144
Broadwater Capital
Massachusetts
$20.2K – – –
EA
1145
Evolution Advisers
Virginia
$20K – – –
T
1146
Tidemark
California
$19K +$271 +1 +1%
SAM
1147
Smartleaf Asset Management
Massachusetts
$19K – – –
NCM
1148
Northwest Capital Management
Oregon
$18.6K – – –
APW
1149
Atlantic Private Wealth
North Carolina
$17.3K – – –
WWM
1150
Wolff Wiese Magana
California
$17K +$8.94K +33 +110%