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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.3M +$459K +3,705 +23%
CFIA
152
Cantor Fitzgerald Investment Advisors
New York
$2.29M +$619K +4,997 +34%
NA
153
NewEdge Advisors
Louisiana
$2.24M +$364K +2,938 +18%
GA
154
GFS Advisors
Texas
$2.23M
PA
155
Paracle Advisors
Washington
$2.17M +$82.3K +665 +4%
IF
156
Ironwood Financial
Arizona
$2.14M +$90.1K +728 +4%
PFM
157
Phillips Financial Management
Indiana
$2.13M -$16.8K -136 -0.7%
AC
158
Alley Company
Illinois
$2.08M -$11.1K -90 -0.5%
IWC
159
Integrated Wealth Concepts
Massachusetts
$2.07M +$11.3K +91 +0.5%
SEI Investments
160
SEI Investments
Pennsylvania
$2.05M +$1.75M +14,121 +375%
PP
161
PrairieView Partners
Minnesota
$2.04M -$867 -7 -0%
BBA
162
BLB&B Advisors
Pennsylvania
$2.02M -$558K -4,505 -20%
MCP
163
Mirador Capital Partners
California
$1.96M +$13.7K +111 +0.7%
RPG
164
Resource Planning Group
Georgia
$1.96M -$58.8K -475 -3%
TYCC
165
Texas Yale Capital Corp
Florida
$1.93M +$1.4M +11,298 +206%
GPC
166
Glacier Peak Capital
Washington
$1.92M +$694K +5,607 +51%
MC
167
Mathes Company
New York
$1.91M
QAM
168
Questar Asset Management
Minnesota
$1.88M +$2.02M +16,342 New
NFG
169
Next Financial Group
Texas
$1.85M +$1.96M +15,818 +4,793%
MWPCG
170
Measured Wealth Private Client Group
New Hampshire
$1.85M +$19.4K +157 +1%
GVAG
171
Great Valley Advisor Group
Delaware
$1.81M +$1.95M +15,722 New
GC
172
Garde Capital
Washington
$1.8M -$12.5K -101 -0.6%
GPWA
173
Great Point Wealth Advisors
Massachusetts
$1.78M +$1.92M +15,528 New
CG
174
Caprock Group
Idaho
$1.75M +$1.13M +9,096 +147%
MGIA
175
Moneta Group Investment Advisors
Missouri
$1.73M -$911K -7,358 -33%