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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$142K
HCMT
227
Highland Capital Management (Tennessee)
Tennessee
$142K +$145K +1,500 New
PG
228
Patten Group
Tennessee
$135K +$138K +1,425 New
FHA
229
First Horizon Advisors
Tennessee
$128K +$86.9K +897 +194%
BBPWM
230
Blue Bell Private Wealth Management
Pennsylvania
$110K
APSP
231
Asset Planning Services (Pennsylvania)
Pennsylvania
$104K +$107K +1,100 New
SFPM
232
Sensible Financial Planning & Management
Massachusetts
$96K +$98.2K +1,014 New
FWM
233
Focused Wealth Management
New York
$95K +$96.7K +999 New
SEI Investments
234
SEI Investments
Pennsylvania
$77K
AA
235
AlphaMark Advisors
Kentucky
$76K
AssetMark Inc
236
AssetMark Inc
California
$73K +$74.3K +767 New
BCA
237
Bray Capital Advisors
Florida
$72K +$73.2K +756 New
SSB
238
Sandy Spring Bank
Maryland
$71K
TSW
239
Thompson Siegel & Walmsley
Virginia
$70K +$17.9K +185 +33%
First Manhattan
240
First Manhattan
New York
$66K
WCM
241
Wealthcare Capital Management
Virginia
$63K
JWA
242
JFS Wealth Advisors
Pennsylvania
$57K +$290 +3 +0.5%
WIC
243
Woodmont Investment Counsel
Tennessee
$46K +$47.1K +486 New
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$44K
WTC
245
WhitTier Trust Company
Nevada
$39K
TWA
246
TCI Wealth Advisors
Arizona
$36K
WEC
247
Winslow Evans & Crocker
Massachusetts
$34.1K
AIP
248
Ameritas Investment Partners
Nebraska
$33K
GWM
249
Gupta Wealth Management
California
$33K
JIC
250
Joel Isaacson & Co
New York
$28K