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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
276
Kohmann Bosshard Financial Services
Ohio
$6.2M
Citigroup
277
Citigroup
New York
$6.13M +$438K +1,478 +8%
BDF
278
Black Diamond Financial
Maryland
$6.09M +$296 +1 +0%
IFS
279
Ifrah Financial Services
Arkansas
$6.01M -$39.7K -134 -0.7%
HI
280
Human Investing
Oregon
$5.92M -$95.9K -324 -2%
LSA
281
Lion Street Advisors
Texas
$5.81M +$1.62M +5,465 +25%
SQA
282
Simon Quick Advisors
New Jersey
$5.76M +$4.28M +14,446 +340%
CB
283
Commerce Bank
Missouri
$5.74M -$1.26M -4,240 -19%
MWM
284
Mission Wealth Management
California
$5.71M -$126K -424 -2%
Vontobel Holding
285
Vontobel Holding
Switzerland
$5.71M -$170K -575 -3%
BNMT
286
Bawa N Mallick Trust
New York
$5.7M
AFG
287
Atomi Financial Group
New York
$5.61M +$13K +44 +0.2%
KWA
288
Kingswood Wealth Advisors
California
$5.58M +$3.68M +12,415 +217%
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$5.56M +$685K +2,312 +15%
OCM
290
One Capital Management
California
$5.56M +$1.18K +4 +0%
MG
291
Mather Group
Illinois
$5.46M -$1.99M -6,717 -27%
RTC
292
Riverview Trust Company
Washington
$5.43M
PFM
293
Phillips Financial Management
Indiana
$5.3M -$50.6K -171 -1%
JF
294
Jump Financial
Illinois
$5.28M +$5.08M +17,140 New
VAS
295
Vestmark Advisory Solutions
Massachusetts
$5.22M -$115K -389 -2%
HI
296
Harbour Investments
Wisconsin
$5.12M +$1.64M +5,526 +50%
OCM
297
Objective Capital Management
Ohio
$5.1M +$15.7K +53 +0.3%
PP
298
PDS Planning
Ohio
$5.08M -$24.6K -83 -0.5%
WIM
299
Warwick Investment Management
Texas
$5.08M +$132K +447 +3%
GIM
300
Glenmede Investment Management
Pennsylvania
$5.07M -$2.96K -10 -0.1%