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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
251
Lodestar Private Asset Management
California
$6.15M -$219K -810 -3%
SFA
252
Sequoia Financial Advisors
Ohio
$6.14M +$3.56M +13,127 +136%
KCM
253
Kendall Capital Management
Maryland
$5.96M -$15.2K -56 -0.3%
AP
254
Adero Partners
California
$5.91M -$73.2K -270 -1%
DWT
255
Dorsey & Whitney Trust
South Dakota
$5.76M
MWM
256
Marietta Wealth Management
Georgia
$5.62M +$47.1K +174 +0.8%
IFS
257
Ifrah Financial Services
Arkansas
$5.6M -$141K -520 -2%
CJ
258
Caitlin John
Michigan
$5.41M -$274K -1,010 -5%
BDF
259
Black Diamond Financial
Maryland
$5.32M +$271 +1 +0%
IB
260
Intrust Bank
Kansas
$5.3M -$495K -1,828 -9%
CHC
261
City Holding Co
West Virginia
$5.29M +$650K +2,397 +14%
OC
262
Oppenheimer & Co
New York
$5.28M +$615K +2,270 +13%
AIS
263
American Investment Services
Massachusetts
$5.26M +$89.7K +331 +2%
GCA
264
Gradient Capital Advisors
California
$5.25M
Vontobel Holding
265
Vontobel Holding
Switzerland
$5.21M +$263K +970 +5%
OFS
266
OneAscent Financial Services
Alabama
$5.15M +$5.18M +19,102 New
BNMT
267
Bawa N Mallick Trust
New York
$4.99M +$5.01M +18,500 New
PP
268
Patron Partners
Texas
$4.96M +$656K +2,421 +15%
MCA
269
Magnolia Capital Advisors
Mississippi
$4.88M +$4.91M +18,104 New
TDWM
270
Topel & Distasi Wealth Management
California
$4.85M +$4.88K +18 +0.1%
OCM
271
One Capital Management
California
$4.84M +$1.63K +6 +0%
WPC
272
Wedmont Private Capital
Pennsylvania
$4.79M +$104K +382 +2%
RWM
273
Ritholtz Wealth Management
New York
$4.79M -$252K -930 -5%
RTC
274
Riverview Trust Company
Washington
$4.76M
AFP
275
Ausdal Financial Partners
Iowa
$4.74M -$34.1K -126 -0.7%