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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$211K +$62.4K +623 +48%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$211K +$206K +2,061 New
GWS
278
Glassman Wealth Services
Virginia
$203K
AIM
279
Acropolis Investment Management
Missouri
$195K +$190K +1,900 New
QAM
280
QCI Asset Management
New York
$189K +$18.5K +185 +11%
NSB
281
Norway Savings Bank
Maine
$184K +$180K +1,800 New
JWM
282
Jacobus Wealth Management
Wisconsin
$170K
OFW
283
Omnia Family Wealth
Florida
$166K +$163K +1,625 New
CAW
284
Cornerstone Advisors (Washington)
Washington
$163K
PG
285
Patten Group
Tennessee
$148K
SIC
286
Salem Investment Counselors
North Carolina
$146K
Manulife (Manufacturers Life Insurance)
287
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136K +$113K +1,124 +562%
TDC
288
Thompson Davis & Co
Virginia
$133K +$30K +300 +30%
FHA
289
First Horizon Advisors
Tennessee
$124K
Bessemer Group
290
Bessemer Group
New Jersey
$123K
LPIC
291
LeJeune Puetz Investment Counsel
Michigan
$123K +$120K +1,200 New
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$119K
WTB
293
Washington Trust Bank
Washington
$119K +$17.9K +179 +18%
FCB
294
First Command Bank
Texas
$105K +$102K +1,022 New
FCFS
295
First Command Financial Services
Texas
$105K +$102K +1,022 New
RCA
296
Rowland Carmichael Advisors
Arizona
$99K -$4.81K -48 -5%
SIM
297
Sonora Investment Management
Arizona
$96.1K +$501 +5 +0.5%
KF
298
Krilogy Financial
Missouri
$88K +$501 +5 +0.6%
AA
299
AlphaMark Advisors
Kentucky
$82K
TSW
300
Thompson Siegel & Walmsley
Virginia
$76K