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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Infinity Wealth Counsel
Ohio
$4.65M +$4.67M +17,239 New
PFM
277
Phillips Financial Management
Indiana
$4.61M -$272K -1,005 -6%
FA
278
FC Advisory
Pennsylvania
$4.6M +$171K +632 +4%
GT
279
Glenmede Trust
Pennsylvania
$4.59M -$3.4M -12,558 -42%
IA
280
IFG Advisory
Georgia
$4.57M -$140K -516 -3%
OCM
281
Objective Capital Management
Ohio
$4.56M +$44.7K +165 +1%
TWM
282
Tumwater Wealth Management
Idaho
$4.47M +$4.49M +16,570 New
Citigroup
283
Citigroup
New York
$4.46M +$177K +652 +4%
MBI
284
May Barnhard Investments
Maryland
$4.42M +$733K +2,705 +20%
BFPW
285
BOK Financial Private Wealth
Colorado
$4.4M +$4.42M +16,328 New
Lido Advisors
286
Lido Advisors
California
$4.37M +$56.6K +209 +1%
BBA
287
BLB&B Advisors
Pennsylvania
$4.35M -$172K -635 -4%
FA
288
Fiducient Advisors
Illinois
$4.35M -$168K -621 -4%
P
289
Pitcairn
Pennsylvania
$4.35M
WT
290
Washington Trust
Rhode Island
$4.34M -$103K -380 -2%
TCG
291
Transcendent Capital Group
Oklahoma
$4.24M -$218K -804 -5%
WPW
292
Watershed Private Wealth
Illinois
$4.18M -$813 -3 -0%
IFA
293
Interactive Financial Advisors
Illinois
$4.17M -$465K -1,717 -10%
EWM
294
Evercore Wealth Management
New York
$3.94M -$146K -540 -4%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$3.93M -$45K -166 -1%
CG
296
Caprock Group
Idaho
$3.85M +$6.77K +25 +0.2%
WIM
297
Warwick Investment Management
Texas
$3.84M -$13K -48 -0.3%
FCG
298
Financial Connections Group
California
$3.82M
SF
299
SWP Financial
California
$3.81M -$54.7K -202 -1%
KFP
300
KMG Fiduciary Partners
Ohio
$3.8M +$122K +449 +3%