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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
326
Washington Trust
Rhode Island
$5.14M -$273K -818 -5%
JWM
327
Johnson Wealth Management
North Dakota
$5.14M -$134K -403 -3%
PWA
328
PCG Wealth Advisors
Kansas
$5.12M +$179K +536 +4%
AL
329
Aspiriant LLC
California
$5.1M +$122K +367 +3%
TFCP
330
Twin Focus Capital Partners
Massachusetts
$5.08M +$100K +300 +2%
WA
331
WBH Advisory
Maryland
$4.86M +$132K +397 +3%
FNBOO
332
First National Bank of Omaha
Nebraska
$4.85M -$33.4K -100 -0.7%
EWM
333
Evercore Wealth Management
New York
$4.85M
CG
334
Caprock Group
Idaho
$4.76M +$2.67K +8 +0.1%
RM
335
RCW Management
Florida
$4.59M +$86.1K +258 +2%
SWA
336
Sax Wealth Advisors
New Jersey
$4.58M +$115K +344 +2%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$4.52M -$104K -313 -2%
G
338
Gainplan
Michigan
$4.5M -$68.1K -204 -2%
SA
339
SoundView Advisors
Washington
$4.47M +$6.67K +20 +0.2%
CBU
340
CIBC Bancorp USA
Illinois
$4.41M +$2.45M +7,357 +135%
TDWM
341
Topel & Distasi Wealth Management
California
$4.37M -$102K -305 -2%
GRP
342
Global Retirement Partners
California
$4.35M +$4.22M +12,638 New
PFM
343
Phillips Financial Management
Indiana
$4.34M -$27.4K -82 -0.6%
SWM
344
SigFig Wealth Management
California
$4.34M -$212K -635 -5%
WPW
345
Watershed Private Wealth
Illinois
$4.34M
LKBC
346
L.K. Benson & Company
Maryland
$4.33M +$277K +829 +7%
Vanguard Advisers Inc
347
Vanguard Advisers Inc
Pennsylvania
$4.32M +$367K +1,100 +10%
TC
348
Trust Company
Kansas
$4.32M
FI
349
Financial Insights
Washington
$4.29M +$59K +177 +1%
JSA
350
Jim Saulnier & Associates
Colorado
$4.26M +$3.87M +11,604 +1,469%