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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BO
301
Bank OZK
Arkansas
$473K -$22.5K -180 -5%
UBV
302
United Bank (Virginia)
Virginia
$472K
LRIC
303
Long Road Investment Counsel
Michigan
$472K +$455K +3,636 New
MHS
304
M Holdings Securities
Oregon
$467K
PAM
305
Peak Asset Management
Colorado
$467K +$8K +64 +2%
BCI
306
Brinker Capital Investments
Pennsylvania
$465K
IWM
307
IHT Wealth Management
Illinois
$462K
CIBC World Market
308
CIBC World Market
Ontario, Canada
$460K -$611K -4,890 -58%
HNB
309
Huntington National Bank
Ohio
$456K
CPIG
310
Chicago Partners Investment Group
Illinois
$454K +$2.38K +19 +0.6%
S
311
SignatureFD
Georgia
$438K -$34K -272 -7%
BF
312
BOK Financial
Oklahoma
$436K +$3.63K +29 +0.9%
GEA
313
Glen Eagle Advisors
New Jersey
$432K -$5K -40 -1%
SWM
314
SigFig Wealth Management
California
$423K +$34.5K +276 +9%
BWP
315
BSW Wealth Partners
Colorado
$422K
SA
316
Strategic Advisors
New York
$422K
PP
317
Pegasus Partners
Wisconsin
$410K
AF
318
Affiance Financial
Minnesota
$402K
DSC
319
Duncker Streett & Co
Missouri
$401K
Truist Financial
320
Truist Financial
North Carolina
$398K -$4K -32 -1%
PWM
321
Perigon Wealth Management
California
$395K +$125 +1 +0%
FWCM
322
Ferguson Wellman Capital Management
Oregon
$386K +$5.63K +45 +2%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$381K
BDF
324
Balasa Dinverno & Foltz
$380K
BC
325
Bartlett & Co
Ohio
$379K