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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
251
Forvis Mazars Wealth Advisors
Missouri
$406K
LRIC
252
Long Road Investment Counsel
Michigan
$406K +$398K +3,515 New
CG
253
Caprock Group
Idaho
$402K +$2.04K +18 +0.5%
BFM
254
Boston Financial Management
Massachusetts
$397K -$26.2K -231 -6%
CPIG
255
Chicago Partners Investment Group
Illinois
$390K +$196K +1,734 +105%
BWP
256
BSW Wealth Partners
Colorado
$375K
SA
257
Strategic Advisors
New York
$375K
Brown Advisory
258
Brown Advisory
Maryland
$364K
JIC
259
Johnson Investment Counsel
Ohio
$363K -$82.8K -731 -19%
DSC
260
Duncker Streett & Co
Missouri
$355K +$5.21K +46 +2%
BC
261
Bartlett & Co
Ohio
$351K -$6.47M -57,160 -95%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$345K +$338K +2,989 New
ABC
263
Associated Banc-Corp
Wisconsin
$343K
CCM
264
Coe Capital Management
Illinois
$340K
KA
265
Klingman & Associates
New York
$329K +$323K +2,852 New
CIA
266
Capital Investment Advisors
Georgia
$328K +$113 +1 +0%
DW
267
Domani Wealth
Pennsylvania
$323K
FPFS
268
First Personal Financial Services
North Carolina
$322K +$4.53K +40 +1%
NCM
269
Narwhal Capital Management
Georgia
$321K +$1.25K +11 +0.4%
WB
270
WesBanco Bank
West Virginia
$316K
PCMC
271
Paragon Capital Management (Colorado)
Colorado
$315K +$309K +2,730 New
GWS
272
Glassman Wealth Services
Virginia
$310K
IC
273
Intersect Capital
California
$307K -$67.9K -600 -18%
FWCM
274
Ferguson Wellman Capital Management
Oregon
$307K +$5.1K +45 +2%
DWM
275
Doyle Wealth Management
Florida
$304K +$1.13K +10 +0.4%