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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
1201
True North Advisors
Texas
– -$1.15M -4,385 Closed
RW
1202
REDW Wealth
New Mexico
– -$1.08M -4,097 Closed
DAS
1203
Dynamic Advisor Solutions
Arizona
– -$1.01M -3,828 Closed
Prudential Financial
1204
Prudential Financial
New Jersey
– -$845K -3,208 Closed
FIA
1205
FNY Investment Advisers
New York
– -$710K -2,700 Closed
PCS
1206
Personal CFO Solutions
New Jersey
– -$608K -2,309 Closed
RWM
1207
Revisor Wealth Management
Ohio
– -$474K -1,799 Closed
TSS
1208
Two Sigma Securities
New York
– -$438K -1,662 Closed
AFS
1209
Axiom Financial Strategies
Indiana
– -$419K -1,592 Closed
SFPM
1210
Sensible Financial Planning & Management
Massachusetts
– -$411K -1,560 Closed
HWP
1211
Hibernia Wealth Partners
Louisiana
– -$304K -1,156 Closed
RAM
1212
Redmond Asset Management
Virginia
– -$303K -1,151 Closed
MIA
1213
MainStreet Investment Advisors
Illinois
– -$299K -1,135 Closed
CWM
1214
Connecticut Wealth Management
Connecticut
– -$284K -1,080 Closed
WAM
1215
WNY Asset Management
New York
– -$269K -1,020 Closed
GAA
1216
Global Assets Advisory
Florida
– -$264K -1,010 Closed
TSWM
1217
Triangle Securities Wealth Management
North Carolina
– -$265K -1,008 Closed
GCP
1218
GSA Capital Partners
United Kingdom
– -$218K -829 Closed
EFG
1219
Elios Financial Group
Ohio
– -$216K -822 Closed
GAG
1220
Goodman Advisory Group
Massachusetts
– -$211K -803 Closed
CCFM
1221
Clear Creek Financial Management
Washington
– -$206K -782 Closed
SAM
1222
Silvercrest Asset Management
New York
– -$202K -767 Closed
SC
1223
Samlyn Capital
New York
– -$200K -760 Closed
TRCT
1224
Tower Research Capital (TRC)
New York
– -$136K -515 Closed
AWA
1225
Alaska Wealth Advisors
Alaska
– -$125K -477 Closed