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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
301
Dorsey & Whitney Trust
South Dakota
$424K +$457K +3,693 New
S
302
SignatureFD
Georgia
$419K +$157K +1,272 +54%
UBV
303
United Bank (Virginia)
Virginia
$418K
HNB
304
Huntington National Bank
Ohio
$416K
MHS
305
M Holdings Securities
Oregon
$413K
BCI
306
Brinker Capital Investments
Pennsylvania
$412K -$64.8K -523 -13%
IWM
307
IHT Wealth Management
Illinois
$408K +$54.2K +438 +14%
PAM
308
Peak Asset Management
Colorado
$406K +$7.8K +63 +2%
CPIG
309
Chicago Partners Investment Group
Illinois
$403K +$2.35K +19 +0.6%
GEA
310
Glen Eagle Advisors
New Jersey
$387K
BF
311
BOK Financial
Oklahoma
$382K -$2.23K -18 -0.5%
SA
312
Strategic Advisors
New York
$374K
BWP
313
BSW Wealth Partners
Colorado
$373K
HWA
314
Hillcrest Wealth Advisors
New Jersey
$373K +$402K +3,250 New
SI
315
Stephens Inc
Arkansas
$365K +$35.5K +287 +10%
PP
316
Pegasus Partners
Wisconsin
$363K
PWM
317
Perigon Wealth Management
California
$360K -$49.4K -399 -12%
AF
318
Affiance Financial
Minnesota
$356K
DSC
319
Duncker Streett & Co
Missouri
$355K +$2.6K +21 +0.7%
Truist Financial
320
Truist Financial
North Carolina
$355K +$57.1K +461 +18%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$347K +$4.58K +37 +1%
SWM
322
SigFig Wealth Management
California
$340K +$369K +2,984 New
JAFL
323
Jay A. Fishman Ltd
Michigan
$337K +$17K +137 +5%
FWCM
324
Ferguson Wellman Capital Management
Oregon
$337K -$49.4K -399 -12%
BDF
325
Balasa Dinverno & Foltz
$337K