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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
226
SEI Investments
Pennsylvania
$1.1M -$1.26M -9,535 -54%
AWA
227
Arete Wealth Advisors
Illinois
$1.09M -$34.5K -261 -3%
CWM
228
Connecticut Wealth Management
Connecticut
$1.08M -$16.4K -124 -2%
TFS
229
TrustCore Financial Services
Tennessee
$1.07M +$5.16K +39 +0.5%
I
230
IberiaBank
Louisiana
$1.07M +$7.41K +56 +0.7%
Comerica Bank
231
Comerica Bank
Texas
$1.05M -$28.7K -217 -3%
SSWM
232
Sheets Smith Wealth Management
North Carolina
$1.04M -$45K -340 -4%
UAS
233
United Asset Strategies
New York
$1.03M +$1.59K +12 +0.2%
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$1.02M -$49.6K -375 -5%
TP
235
Tranquility Partners
Tennessee
$980K +$963K +7,278 New
CCM
236
Covington Capital Management
California
$972K -$2.25K -17 -0.2%
CCM
237
Context Capital Management
California
$970K
BOS
238
Bingham Osborn & Scarborough
California
$959K -$9.66K -73 -1%
SCA
239
STALEY CAPITAL ADVISERS
Pennsylvania
$946K -$115K -868 -11%
KBFS
240
Kohmann Bosshard Financial Services
Ohio
$924K
LDB
241
Lee, Danner & Bass
Tennessee
$920K -$3.31K -25 -0.4%
TL
242
TrueWealth LLC
Georgia
$906K +$2.65K +20 +0.3%
TCOV
243
Trust Company of Vermont
Vermont
$903K
PFG
244
Pacific Financial Group
Washington
$885K
LWM
245
Liberty Wealth Management
California
$878K +$400K +3,023 +74%
CFA
246
Carroll Financial Associates
North Carolina
$876K
CBU
247
CIBC Bank USA
Illinois
$866K -$41.7K -315 -5%
FFG
248
Fortem Financial Group
California
$853K +$838K +6,333 New
MFG
249
Merit Financial Group
Georgia
$815K -$40.1K -303 -5%
BFA
250
Beaumont Financial Advisors
Massachusetts
$813K -$26.1K -197 -3%