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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HighMark Wealth Management
Minnesota
$341K +$326K +2,306 New
RBCM
402
Raub Brock Capital Management
California
$340K
WCWM
403
Willow Creek Wealth Management
California
$337K
CCA
404
Conservest Capital Advisors
Pennsylvania
$334K
SJL
405
Shayne & Jacobs LLC
Tennessee
$334K
HPC
406
HM Payson & Co
Maine
$329K
CCM
407
Coe Capital Management
Illinois
$328K -$142K -1,007 -31%
Nuveen
408
Nuveen
North Carolina
$328K
VR
409
Viridian RIA
Washington
$328K +$849 +6 +0.3%
MFG
410
Magnus Financial Group
New York
$326K +$1.56K +11 +0.5%
SC
411
Savant Capital
Illinois
$323K
GLLW
412
Graves Light Lenhart Wealth
Virginia
$321K
B
413
Bridgeworth
Alabama
$319K
DWM
414
Doyle Wealth Management
Florida
$315K -$7.07K -50 -2%
Cetera Investment Advisers
415
Cetera Investment Advisers
Illinois
$313K -$23.6K -167 -7%
FNT
416
First National Trust
Pennsylvania
$313K
VWM
417
Venturi Wealth Management
Texas
$312K +$34K +240 +13%
PSUF
418
People's United Financial
Connecticut
$311K +$297K +2,102 New
PP
419
Palladium Partners
Virginia
$310K
HFRG
420
Houlihan Financial Resource Group
Virginia
$310K +$296K +2,094 New
SA
421
Sicart Associates
New York
$309K
CISOA
422
Capital Investment Services of America
Wisconsin
$304K +$291K +2,058 New
VIM
423
Vista Investment Management
Pennsylvania
$297K
JAFL
424
Jay A. Fishman Ltd
Michigan
$297K
B
425
Bailard
California
$296K -$368K -2,600 -57%