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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1226
Mark Sheptoff Financial Planning
Connecticut
$17.2K +$16.6K +56 New
QWM
1227
Quaker Wealth Management
New Jersey
$16.6K – – –
WA
1228
Whipplewood Advisors
Colorado
$16.3K – – –
Lazard Asset Management
1229
Lazard Asset Management
New York
$16.3K +$27.8K +94 New
SN
1230
Sittner & Nelson
Oregon
$15.7K – – –
CWM
1231
Crowley Wealth Management
Delaware
$15.4K – – –
FP
1232
Financial Perspectives
Minnesota
$15.1K – – –
TAM
1233
Tucker Asset Management
Colorado
$13.9K – – –
RWM
1234
RMG Wealth Management
Wisconsin
$13.6K – – –
CSPIA
1235
Cary Street Partners Investment Advisory
Virginia
$12K – – –
MFA
1236
Morling Financial Advisors
California
$11.7K +$11.3K +38 New
CAM
1237
Creekmur Asset Management
Illinois
$10.5K – – –
PP
1238
PFS Partners
New Jersey
$10.3K – – –
HDIM
1239
Hanson & Doremus Investment Management
Vermont
$10K – – –
SWA
1240
SOA Wealth Advisors
New York
$9.72K +$296 +1 +3%
ETC
1241
Exchange Traded Concepts
Oklahoma
$9.54K -$29.6K -100 -76%
BWM
1242
Bullock Wealth Management
Indiana
$9.27K – – –
KG
1243
Kilter Group
New York
$9.24K – – –
EWM
1244
EPG Wealth Management
Georgia
$8.68K – – –
AWM
1245
Angeles Wealth Management
California
$8.31K – – –
AWM
1246
Absher Wealth Management
North Carolina
$8.31K +$8K +27 New
GWSG
1247
GPS Wealth Strategies Group
Colorado
$7.79K – – –
FDW
1248
Fourth Dimension Wealth
Ohio
$7.61K -$2.67K -9 -26%
PMIM
1249
Prudent Man Investment Management
Colorado
$7.55K – – –
TAM
1250
Townsend Asset Management
North Carolina
$7.39K – – –