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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
326
FAS Wealth Partners
Kansas
$570K
VNA
327
Valley National Advisers
Pennsylvania
$560K -$27K -191 -5%
FAAS
328
First Allied Advisory Services
California
$556K -$86.4K -611 -14%
SHGA
329
Sand Hill Global Advisors
California
$553K +$529K +3,741 New
CHA
330
Carmichael Hill & Associates
Maryland
$550K -$89.5K -633 -15%
BGCP
331
Bristol Gate Capital Partners
Ontario, Canada
$549K +$526K +3,715 New
Lido Advisors
332
Lido Advisors
California
$548K -$66.6K -471 -11%
DWT
333
Dorsey & Whitney Trust
South Dakota
$546K
CFGS
334
Concourse Financial Group Securities
Alabama
$545K +$180K +1,271 +53%
UBV
335
United Bank (Virginia)
Virginia
$538K
CPIG
336
Chicago Partners Investment Group
Illinois
$536K +$12.3K +87 +3%
CA
337
Cornerstone Advisory
Maryland
$523K +$5.52K +39 +1%
PBF
338
Petix & Botte Financial
California
$523K +$500K +3,535 New
NP
339
NorthRock Partners
Minnesota
$511K +$247K +1,746 +102%
FWCM
340
Ferguson Wellman Capital Management
Oregon
$509K +$61K +431 +14%
WANY
341
Wealthspire Advisors (New York)
New York
$500K
CIC
342
Carnegie Investment Counsel
Ohio
$498K +$141 +1 +0%
CIBC World Market
343
CIBC World Market
Ontario, Canada
$494K -$27.9K -197 -6%
HNB
344
Huntington National Bank
Ohio
$490K
GEA
345
Glen Eagle Advisors
New Jersey
$488K
PWA
346
Physician Wealth Advisors
Utah
$485K
BWP
347
BSW Wealth Partners
Colorado
$480K
FA
348
FC Advisory
Pennsylvania
$479K +$456K +3,223 New
SW
349
SVB Wealth
Massachusetts
$475K +$92.8K +656 +26%
First Manhattan
350
First Manhattan
New York
$474K -$185K -1,310 -29%