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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Tortoise Investment Management
New York
$719K
CMBA
252
C.M. Bidwell & Associates
Hawaii
$714K +$511K +4,090 +290%
FHB
253
First Hawaiian Bank
Hawaii
$714K +$511K +4,090 +290%
GD
254
Grandfield & Dodd
New York
$712K
MG
255
McCutchen Group
Washington
$706K
BCP
256
Berkeley Capital Partners
Georgia
$692K -$13K -104 -2%
PO
257
Private Ocean
California
$683K
TNB
258
Thomasville National Bank
Georgia
$676K -$2.63K -21 -0.4%
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$642K +$56.1K +449 +10%
CGL
260
Clarius Group LLC
Washington
$627K
KWM
261
Kingsview Wealth Management
Oregon
$626K +$7.75K +62 +1%
BWP
262
Bernardo Wealth Planning
Pennsylvania
$619K +$35.1K +281 +6%
SEIA
263
Signature Estate & Investment Advisors
California
$617K -$96.9K -775 -14%
ASN
264
Advisory Services Network
Georgia
$617K +$21.3K +170 +4%
NNP
265
Nachman Norwood & Parrott
South Carolina
$614K
OCM
266
One Capital Management
California
$609K
EWMCB
267
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$601K
B
268
Bailard
California
$597K
JIP
269
Jaffetilchin Investment Partners
Florida
$595K +$573K +4,586 New
MFT
270
Moisand Fitzgerald Tamayo
Florida
$593K -$19.1K -153 -3%
First Manhattan
271
First Manhattan
New York
$586K
CA
272
Cornerstone Advisory
Maryland
$584K -$991K -7,930 -64%
NCM
273
Next Capital Management
New York
$575K
GWS
274
Glassman Wealth Services
Virginia
$569K
CA
275
Claro Advisors
Massachusetts
$562K -$20.9K -167 -4%