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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Context Capital Management
California
$1.06M
LWM
252
Liberty Wealth Management
California
$1.06M +$2.12K +15 +0.2%
SAM
253
S.A. Mason
Michigan
$1.05M +$1.01M +7,120 New
BOS
254
Bingham Osborn & Scarborough
California
$1.05M
Comerica Bank
255
Comerica Bank
Texas
$1.04M -$24.5K -173 -2%
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$1.03M +$986K +6,968 New
KBFS
257
Kohmann Bosshard Financial Services
Ohio
$1.01M
FFG
258
Fortem Financial Group
California
$1M +$51.5K +364 +6%
TL
259
TrueWealth LLC
Georgia
$1M +$1.98K +14 +0.2%
CFA
260
Carroll Financial Associates
North Carolina
$992K +$21.8K +154 +2%
TCOV
261
Trust Company of Vermont
Vermont
$990K
TP
262
Tranquility Partners
Tennessee
$967K -$14.7K -104 -2%
PFG
263
Pacific Financial Group
Washington
$958K -$48.4K -342 -5%
CBU
264
CIBC Bank USA
Illinois
$950K
SCA
265
STALEY CAPITAL ADVISERS
Pennsylvania
$940K -$14.1K -100 -2%
ASW
266
Astoria Strategic Wealth
Texas
$928K +$882K +6,238 New
DTC
267
Davidson Trust Company
Washington
$924K +$885K +6,256 New
SFA
268
Sequoia Financial Advisors
Ohio
$905K +$106K +752 +14%
LDB
269
Lee, Danner & Bass
Tennessee
$883K -$21.9K -155 -3%
IA
270
Independence Advisors
Pennsylvania
$880K -$6.37K -45 -0.8%
PCS
271
Personal CFO Solutions
New Jersey
$868K -$90K -636 -10%
BlackRock
272
BlackRock
New York
$854K +$3.82K +27 +0.5%
AF
273
Alerus Financial
North Dakota
$843K
SL
274
Salomon & Ludwin
Virginia
$841K
CFFP
275
Center for Financial Planning
Michigan
$841K +$804K +5,685 New