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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
176
JFS Wealth Advisors
Pennsylvania
$5.54M +$671K +3,131 +14%
SWM
177
Soundmark Wealth Management
Washington
$5.49M -$1.64M -7,655 -24%
GT
178
Glenview Trust
Kentucky
$5.46M +$53.2K +248 +1%
TYCC
179
Texas Yale Capital Corp
Florida
$5.28M -$23.8K -111 -0.5%
PWMAG
180
Pinnacle Wealth Management Advisory Group
New Jersey
$5.2M -$772K -3,600 -13%
AF
181
Apexium Financial
Texas
$5.16M
CSPAM
182
Cary Street Partners Asset Management
Virginia
$5.16M +$5M +23,329 New
NEWAS
183
N.E.W. Advisory Services
Wisconsin
$5.07M -$18.7K -87 -0.4%
AWM
184
Avior Wealth Management
Nebraska
$5.07M -$413K -1,927 -8%
TCA
185
Transcend Capital Advisors
New Jersey
$5.04M +$193K +899 +4%
PFM
186
Phillips Financial Management
Indiana
$5.04M -$44.2K -206 -0.9%
PG
187
Proffitt & Goodson
Tennessee
$5.04M -$768K -3,581 -14%
LWM
188
Laidlaw Wealth Management
New York
$5.03M +$4.88M +22,768 New
KCM
189
Kendall Capital Management
Maryland
$5.02M
SC
190
Soundwatch Capital
Connecticut
$5M -$1.39M -6,500 -22%
RWI
191
Red Wave Investments
Pennsylvania
$4.95M +$541K +2,523 +13%
SLT
192
St Louis Trust
Missouri
$4.91M +$1.57M +7,311 +49%
KAH
193
Kathryn A. Hall
$4.88M
EWM
194
Evercore Wealth Management
New York
$4.69M
CFIA
195
Cantor Fitzgerald Investment Advisors
New York
$4.64M -$47K -219 -1%
PP
196
Prudential plc
United Kingdom
$4.59M +$345K +1,610 +8%
US Bancorp
197
US Bancorp
Minnesota
$4.58M +$221K +1,031 +5%
BFA
198
Bragg Financial Advisors
North Carolina
$4.46M
HMS
199
Hanseatic Management Services
New Mexico
$4.46M +$4.32M +20,159 +54,484%
BDF
200
Black Diamond Financial
Maryland
$4.41M +$836K +3,898 +24%