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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$72K
First Manhattan
227
First Manhattan
New York
$66K
SF
228
Synovus Financial
Georgia
$65K +$64.5K +679 New
WCM
229
Wealthcare Capital Management
Virginia
$64K
ASN
230
Advisory Services Network
Georgia
$61K
JWA
231
JFS Wealth Advisors
Pennsylvania
$57K -$10.4K -110 -16%
TSW
232
Thompson Siegel & Walmsley
Virginia
$53K
BC
233
Bartlett & Co
Ohio
$48K
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$45K
FHA
235
First Horizon Advisors
Tennessee
$44K
WTC
236
WhitTier Trust Company
Nevada
$39K
TWA
237
TCI Wealth Advisors
Arizona
$36K
WEC
238
Winslow Evans & Crocker
Massachusetts
$34.3K
AIP
239
Ameritas Investment Partners
Nebraska
$33K
GWM
240
Gupta Wealth Management
California
$33K +$32.8K +345 New
JIC
241
Joel Isaacson & Co
New York
$28K
MWP
242
MYCIO Wealth Partners
Pennsylvania
$24K
FANJ
243
Financial Architects (New Jersey)
New Jersey
$22K
SHJ
244
Sharkey, Howes & Javer
Colorado
$21K +$21.4K +225 New
CHP
245
Cable Hill Partners
Oregon
$19K +$95 +1 +0.5%
PFO
246
Pathstone Family Office
New Jersey
$12K
W
247
Wealthfront
California
$12K +$12K +126 New
WTB
248
Washington Trust Bank
Washington
$9K -$69.8K -735 -89%
WA
249
WFG Advisors
Texas
$7K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$6.85K +$6.84K +72 New