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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
301
Blue Bell Private Wealth Management
Pennsylvania
$125K
CPA
302
Clear Perspective Advisors
Illinois
$116K -$235K -2,200 -67%
RCA
303
Rowland Carmichael Advisors
Arizona
$115K +$10.1K +95 +10%
WTB
304
Washington Trust Bank
Washington
$110K -$15.8K -148 -13%
FCB
305
First Command Bank
Texas
$110K
FCFS
306
First Command Financial Services
Texas
$110K
SIM
307
Sonora Investment Management
Arizona
$102K +$533 +5 +0.5%
KF
308
Krilogy Financial
Missouri
$88K
AA
309
AlphaMark Advisors
Kentucky
$86K
TDC
310
Thompson Davis & Co
Virginia
$76K -$63.5K -596 -46%
SSB
311
Sandy Spring Bank
Maryland
$76K
TSW
312
Thompson Siegel & Walmsley
Virginia
$75K -$5.33K -50 -7%
First Manhattan
313
First Manhattan
New York
$75K
PCTC
314
Perkins Coie Trust Company
Washington
$74K
ADL
315
Asset Dedication LLC
California
$71K +$33.1K +311 +90%
ZB
316
Zions Bancorporation
Utah
$65K
JWA
317
JFS Wealth Advisors
Pennsylvania
$61K
DADC
318
D.A. Davidson & Co
Montana
$59K +$3.2K +30 +6%
CHP
319
Cable Hill Partners
Oregon
$57K +$213 +2 +0.4%
NSB
320
Norway Savings Bank
Maine
$54K -$139K -1,300 -72%
WB
321
Webster Bank
Connecticut
$54K
FANJ
322
Financial Architects (New Jersey)
New Jersey
$51K -$5.33K -50 -10%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$51K
AP
324
Atwood & Palmer
Missouri
$45K
WTC
325
WhitTier Trust Company
Nevada
$44K