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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$4.34M -$53K -260 -1%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$4.33M +$514K +2,523 +14%
SFMG
228
Sage Financial Management Group
Virginia
$4.33M +$4.5M +22,104 New
KAH
229
Kathryn A. Hall
$4.32M
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$4.25M -$15.3K -75 -0.3%
CTC
231
Central Trust Company
Missouri
$4.23M -$26.5K -130 -0.6%
G
232
Gainplan
Michigan
$4.2M +$179K +878 +4%
GVAG
233
Great Valley Advisor Group
Delaware
$4.18M -$86.1K -423 -2%
Vontobel Holding
234
Vontobel Holding
Switzerland
$4.13M -$238K -1,171 -5%
DWT
235
Dorsey & Whitney Trust
South Dakota
$4.06M
AP
236
Adero Partners
California
$4.04M
CP
237
Capital Planning
Washington
$4.03M +$123K +603 +3%
SIS
238
Strategic Investment Solutions
Illinois
$4.02M +$3.97M +19,512 +8,410%
BDF
239
Black Diamond Financial
Maryland
$3.91M +$204 +1 +0%
GCA
240
Gradient Capital Advisors
California
$3.91M -$20.2K -99 -0.5%
MWM
241
Marietta Wealth Management
Georgia
$3.88M -$16.5K -81 -0.4%
US Bancorp
242
US Bancorp
Minnesota
$3.79M +$353K +1,733 +10%
BMM
243
Berkshire Money Management
Massachusetts
$3.75M +$37.7K +185 +1%
IWC
244
Integrated Wealth Concepts
Massachusetts
$3.74M -$2.04K -10 -0.1%
WPC
245
Wedmont Private Capital
Pennsylvania
$3.71M +$355K +1,743 +10%
FHA
246
Flagship Harbor Advisors
Massachusetts
$3.66M +$155K +760 +4%
PFM
247
Phillips Financial Management
Indiana
$3.66M -$509K -2,501 -12%
IA
248
IFG Advisory
Georgia
$3.62M -$30.3K -149 -0.8%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$3.6M +$813K +3,992 +28%
WIM
250
Warwick Investment Management
Texas
$3.55M +$68K +334 +2%