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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
276
May Barnhard Investments
Maryland
$4.52M +$323K +1,191 +7%
GT
277
Glenmede Trust
Pennsylvania
$4.42M +$47.4K +175 +1%
AssetMark Inc
278
AssetMark Inc
California
$4.39M +$2.97M +10,977 +180%
IWC
279
Infinity Wealth Counsel
Ohio
$4.35M -$84K -310 -2%
TDWM
280
Topel & Distasi Wealth Management
California
$4.34M -$294K -1,085 -6%
PFM
281
Phillips Financial Management
Indiana
$4.33M -$63.9K -236 -1%
FA
282
FC Advisory
Pennsylvania
$4.27M -$127K -469 -3%
OCM
283
Objective Capital Management
Ohio
$4.25M -$102K -378 -2%
IA
284
IFG Advisory
Georgia
$4.25M -$113K -416 -2%
TWM
285
Tumwater Wealth Management
Idaho
$4.24M -$16.3K -60 -0.4%
AFP
286
Ausdal Financial Partners
Iowa
$4.2M -$337K -1,246 -7%
IFA
287
Interactive Financial Advisors
Illinois
$4.2M +$235K +867 +6%
BFPW
288
BOK Financial Private Wealth
Colorado
$4.2M
SWA
289
Sax Wealth Advisors
New Jersey
$4.16M +$3.51M +12,958 +400%
WIM
290
Warwick Investment Management
Texas
$4.15M +$522K +1,926 +14%
P
291
Pitcairn
Pennsylvania
$4.14M
WT
292
Washington Trust
Rhode Island
$4.13M -$6.77K -25 -0.2%
TCG
293
Transcendent Capital Group
Oklahoma
$4.13M +$88K +325 +2%
EWA
294
EP Wealth Advisors
California
$4.1M +$898K +3,316 +26%
RWM
295
Ritholtz Wealth Management
New York
$4.06M -$526K -1,942 -11%
BBA
296
BLB&B Advisors
Pennsylvania
$4.05M -$91.3K -337 -2%
WPW
297
Watershed Private Wealth
Illinois
$3.98M -$1.35K -5 -0%
HTWM
298
Hartmann Taylor Wealth Management
Texas
$3.8M +$4.01M +14,795 New
FA
299
Fiducient Advisors
Illinois
$3.76M -$399K -1,474 -9%
EWM
300
Evercore Wealth Management
New York
$3.75M