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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
126
Private Capital Group
Connecticut
$7.94M -$2.15K -11 -0%
V
127
Veritable
Delaware
$7.56M +$7.03K +36 +0.1%
BFO
128
Biltmore Family Office
North Carolina
$7.4M +$114K +584 +2%
CAN
129
Cetera Advisor Networks
California
$7.26M +$823K +4,218 +13%
Northern Trust
130
Northern Trust
Illinois
$7.23M -$620K -3,175 -8%
CA
131
Continuum Advisory
Idaho
$7.09M -$60.1K -308 -0.9%
SWP
132
Stratos Wealth Partners
Ohio
$7.07M -$177K -909 -3%
BJL
133
Brighton Jones LLC
Washington
$7.03M +$15K +77 +0.2%
TFO
134
Tarbox Family Office
California
$6.77M -$24.2K -124 -0.4%
CWM
135
Cranbrook Wealth Management
Michigan
$6.53M -$282K -1,443 -4%
SWM
136
Soundmark Wealth Management
Washington
$6.52M
NL
137
NWAM LLC
Washington
$6.46M +$16.4K +84 +0.3%
CAL
138
Capital Advisors Ltd
Ohio
$6.37M
ACM
139
Armbruster Capital Management
New York
$6.35M +$593K +3,038 +11%
EA
140
Elm Advisors
California
$6.34M -$37.1K -190 -0.6%
HGWM
141
Harvest Group Wealth Management
Massachusetts
$6.19M +$599K +3,069 +11%
LNC
142
Lincoln National Corp
Pennsylvania
$6.01M -$26K -133 -0.4%
Goldman Sachs
143
Goldman Sachs
New York
$5.98M -$2.25M -11,517 -28%
AF
144
Allworth Financial
California
$5.96M +$187K +959 +3%
DY
145
Dowling & Yahnke
California
$5.88M -$1.06M -5,421 -16%
CFG
146
Citizens Financial Group
Rhode Island
$5.86M -$437K -2,241 -7%
PWMAG
147
Pinnacle Wealth Management Advisory Group
New Jersey
$5.84M -$231K -1,185 -4%
CCA
148
Cobblestone Capital Advisors
New York
$5.77M -$81K -415 -1%
OGF
149
Orin Green Financial
California
$5.66M +$496K +2,541 +10%
CPFP
150
Clear Perspectives Financial Planning
Ohio
$5.57M +$216K +1,106 +4%