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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
351
Parametric Portfolio Associates
Washington
$586K +$131K +847 +29%
SHGA
352
Sand Hill Global Advisors
California
$585K
RWP
353
RWA Wealth Partners
Massachusetts
$583K
FA
354
FDx Advisors
Illinois
$575K +$566K +3,673 New
FA
355
FC Advisory
Pennsylvania
$573K +$27.3K +177 +5%
UBV
356
United Bank (Virginia)
Virginia
$569K
BO
357
Bank OZK
Arkansas
$567K
FNT
358
First National Trust
Pennsylvania
$566K
CM
359
Cornerstone Management
Georgia
$564K +$114K +737 +26%
FCFC
360
First Commonwealth Financial Corp
Pennsylvania
$559K -$10.8K -70 -2%
PBF
361
Petix & Botte Financial
California
$556K -$553K -3,585 -50%
SW
362
SVB Wealth
Massachusetts
$555K
CIBC World Market
363
CIBC World Market
Ontario, Canada
$552K +$13.1K +85 +2%
AWM
364
AE Wealth Management
Kansas
$552K +$14.6K +95 +3%
SPC
365
Sigma Planning Corp
Michigan
$551K +$195K +1,262 +56%
FWCM
366
Ferguson Wellman Capital Management
Oregon
$546K +$39.3K +255 +8%
PFA
367
Pure Financial Advisors
California
$527K +$519K +3,366 New
PA
368
PFG Advisors
Arizona
$525K +$509K +3,302 New
CHA
369
Carmichael Hill & Associates
Maryland
$524K -$31.6K -205 -6%
FAAS
370
First Allied Advisory Services
California
$524K
PO
371
Private Ocean
California
$520K -$10.2K -66 -2%
GEA
372
Glen Eagle Advisors
New Jersey
$517K
PWM
373
Perigon Wealth Management
California
$515K -$77.6K -503 -13%
TFM
374
TFC Financial Management
Massachusetts
$515K +$508K +3,295 New
BWP
375
BSW Wealth Partners
Colorado
$508K