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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
226
Pinnacle Wealth Management Advisory Group
New Jersey
$3.79M -$13.2K -75 -0.3%
PFM
227
Phillips Financial Management
Indiana
$3.74M -$114K -652 -3%
MWM
228
Marietta Wealth Management
Georgia
$3.71M -$60.2K -343 -2%
EWM
229
Evercore Wealth Management
New York
$3.69M -$9.12K -52 -0.2%
MWM
230
Modera Wealth Management
New Jersey
$3.61M +$12.8K +73 +0.4%
AP
231
Adero Partners
California
$3.6M
BPA
232
Beacon Pointe Advisors
California
$3.57M -$17.4K -99 -0.5%
BFA
233
Bragg Financial Advisors
North Carolina
$3.55M -$60.2K -343 -2%
DWT
234
Dorsey & Whitney Trust
South Dakota
$3.55M +$2.19M +12,483 +158%
SIG
235
Stonegate Investment Group
Alabama
$3.53M -$3.2M -18,260 -47%
BDF
236
Black Diamond Financial
Maryland
$3.47M +$7.37K +42 +0.2%
BWM
237
Baystate Wealth Management
Massachusetts
$3.46M +$1.43M +8,130 +69%
EWA
238
EP Wealth Advisors
California
$3.45M +$661K +3,770 +24%
US Bancorp
239
US Bancorp
Minnesota
$3.45M +$346K +1,973 +11%
GCA
240
Gradient Capital Advisors
California
$3.43M +$129K +736 +4%
BBA
241
BLB&B Advisors
Pennsylvania
$3.25M +$27K +154 +0.8%
G
242
Gainplan
Michigan
$3.18M +$3.2M +18,248 New
AWM
243
Atticus Wealth Management
Florida
$3.18M +$6.67K +38 +0.2%
OCM
244
Objective Capital Management
Ohio
$3.13M -$187K -1,067 -6%
TIM
245
Tortoise Investment Management
New York
$3.1M -$48.1K -274 -2%
IFG
246
Independent Financial Group
California
$3.07M -$267K -1,520 -8%
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$3.05M +$827K +4,715 +37%
Citigroup
248
Citigroup
New York
$3M +$19.3K +110 +0.6%
NEAM
249
New England Asset Management
Connecticut
$2.99M
MFWP
250
Mosaic Family Wealth Partners
Missouri
$2.89M +$2.91M +16,611 New