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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Doyle Wealth Management
Florida
$268K -$62.5K -503 -19%
PP
327
Palladium Partners
Virginia
$262K -$68.3K -550 -21%
AIM
328
Acropolis Investment Management
Missouri
$261K
NEPWA
329
New England Private Wealth Advisors
Massachusetts
$256K +$1.12K +9 +0.4%
CF
330
Centaurus Financial
California
$245K +$244K +1,965 New
WPC
331
Waters Parkerson & Co
Louisiana
$243K
BAC
332
Boys Arnold & Co
North Carolina
$240K
LFS
333
Legacy Financial Strategies
Kansas
$239K +$16.4K +132 +7%
CG
334
CFO4Life Group
Texas
$238K +$237K +1,909 New
PCA
335
Personal Capital Advisors
California
$235K
BWM
336
BerganKDV Wealth Management
Minnesota
$232K
FPFS
337
First Personal Financial Services
North Carolina
$232K
KIA
338
KCM Investment Advisors
California
$231K -$30.4K -245 -12%
QAM
339
QCI Asset Management
New York
$231K
MAM
340
Marquette Asset Management
Minnesota
$226K -$42K -338 -16%
HCA
341
Harbour Capital Advisors
Virginia
$221K
NFG
342
Next Financial Group
Texas
$218K -$1.02M -8,183 -82%
EFS
343
Essex Financial Services
Connecticut
$217K -$12.9K -104 -6%
SBL
344
Sargent Bickham Lagudis
Colorado
$213K -$23.6K -190 -10%
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
$213K
TSWM
346
Triangle Securities Wealth Management
North Carolina
$212K
FFBTD
347
First Financial Bank - Trust Division
Ohio
$209K +$208K +1,675 New
CRC
348
Curi RMB Capital
Illinois
$207K
CC
349
Courier Capital
New York
$206K -$45.3K -365 -18%
PPA
350
Parametric Portfolio Associates
Washington
$204K -$21K -169 -9%