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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
201
Betterment LLC
New York
$8.87M -$748K -2,760 -8%
CFG
202
Citizens Financial Group
Rhode Island
$8.56M +$45K +166 +0.5%
G
203
Gainplan
Michigan
$8.52M +$846K +3,122 +11%
IWC
204
Integrated Wealth Concepts
Massachusetts
$8.52M +$2.4M +8,855 +39%
HWM
205
HB Wealth Management
Georgia
$8.39M +$251K +928 +3%
NPFS
206
Novak & Powell Financial Services
Florida
$8.34M +$135K +498 +2%
1WM
207
1900 Wealth Management
Texas
$8.32M -$18.4K -68 -0.2%
HSA
208
HBK Sorce Advisory
Pennsylvania
$8.3M -$329K -1,213 -4%
JFA
209
JNBA Financial Advisors
Minnesota
$8.3M +$271 +1 +0%
AAS
210
Ameritas Advisory Services
Nebraska
$8.18M +$2.22M +8,195 +37%
CTC
211
Central Trust Company
Missouri
$8.16M -$188K -694 -2%
OGF
212
Orin Green Financial
California
$8.09M -$8.39M -30,960 Closed
CHJWM
213
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.08M +$47.7K +176 +0.6%
SB
214
Simmons Bank
Arkansas
$8.07M -$254K -936 -3%
CCM
215
Carlson Capital Management
Minnesota
$8.06M -$329K -1,213 -4%
KPWS
216
Kestra Private Wealth Services
Texas
$7.97M +$125K +460 +2%
ML
217
Mayport LLC
Massachusetts
$7.89M -$120K -443 -1%
AWS
218
Atria Wealth Solutions
New York
$7.74M -$424K -1,563 -5%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$7.74M +$534K +1,971 +7%
MWM
220
Merriman Wealth Management
Washington
$7.69M -$376K -1,386 -5%
MFG
221
Merit Financial Group
Georgia
$7.52M -$120K -443 -2%
CSP
222
Cary Street Partners
Virginia
$7.52M +$13.9M +51,160 New
AF
223
Apexium Financial
Texas
$7.05M +$77.5K +286 +1%
GT
224
Glenview Trust
Kentucky
$7.03M -$248K -916 -3%
ACM
225
Armbruster Capital Management
New York
$7.02M +$3.25K +12 +0%