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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
$5.69M +$117K +513 +2%
IB
227
Intrust Bank
Kansas
$5.65M -$622K -2,717 -10%
LSA
228
Lion Street Advisors
Texas
$5.51M
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$5.49M +$2.61M +11,394 +99%
IWC
230
Integrated Wealth Concepts
Massachusetts
$5.38M +$152K +664 +3%
IFS
231
Ifrah Financial Services
Arkansas
$5.35M -$87.9K -384 -2%
MWM
232
Modera Wealth Management
New Jersey
$5.34M -$47.6K -208 -0.9%
GVAG
233
Great Valley Advisor Group
Delaware
$5.34M +$28.1K +123 +0.6%
KCM
234
Kendall Capital Management
Maryland
$5.34M
AP
235
Adero Partners
California
$5.32M
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$5.32M +$580K +2,536 +13%
KAH
237
Kathryn A. Hall
$5.3M
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$5.29M -$255K -1,114 -5%
OFS
239
OneAscent Financial Services
Alabama
$5.21M -$775K -3,388 -14%
PBF
240
Petix & Botte Financial
California
$5.18M +$4.14M +18,110 +519%
RWM
241
Ritholtz Wealth Management
New York
$5.18M +$2.48M +10,852 +101%
PWMAG
242
Pinnacle Wealth Management Advisory Group
New Jersey
$5.15M +$11.4K +50 +0.2%
CTC
243
Central Trust Company
Missouri
$4.99M -$153K -669 -3%
DWT
244
Dorsey & Whitney Trust
South Dakota
$4.97M
MWM
245
Marietta Wealth Management
Georgia
$4.87M +$49.9K +218 +1%
TDWM
246
Topel & Distasi Wealth Management
California
$4.74M -$1.02M -4,437 -18%
GCA
247
Gradient Capital Advisors
California
$4.74M -$76.2K -333 -2%
Vontobel Holding
248
Vontobel Holding
Switzerland
$4.63M -$442K -1,930 -9%
GS
249
GTS Securities
Florida
$4.57M +$4.36M +19,041 New
IF
250
Ironwood Financial
Arizona
$4.51M +$27K +118 +0.6%