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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co Wealth Management
401
Bartlett & Co Wealth Management
Ohio
$375K – – –
SC
402
Schoolcraft Capital
Colorado
$375K -$16.9K -125 -5%
MA
403
MONECO Advisors
Connecticut
$374K -$946 -7 -0.3%
IC
404
Intersect Capital
California
$368K – – –
EPWM
405
Essex Private Wealth Management
Massachusetts
$365K – – –
Brinker Capital Investments
406
Brinker Capital Investments
Pennsylvania
$363K -$36.2K -268 -10%
Huntington National Bank
407
Huntington National Bank
Ohio
$360K – – –
Heritage Investors Management Corp
408
Heritage Investors Management Corp
Maryland
$356K -$9.46K -70 -3%
BBA
409
Braun-Bostich & Associates
Pennsylvania
$347K – – –
AO
410
Advisor OS
Illinois
$347K +$328K +2,425 New
RIM
411
Rockbridge Investment Management
New York
$337K +$319K +2,357 New
DFA
412
Delta Financial Advisors
Louisiana
$336K -$19.6K -145 -6%
NAS
413
Nicolet Advisory Services
Wisconsin
$333K -$1.51M -11,143 -83%
CFGS
414
Concourse Financial Group Securities
Alabama
$332K -$196K -1,447 -38%
HWM
415
HighMark Wealth Management
Minnesota
$330K – – –
SC
416
Slow Capital
California
$327K +$60.6K +448 +24%
WA
417
WBH Advisory
Maryland
$326K -$12.4K -92 -4%
WCWM
418
Willow Creek Wealth Management
California
$326K – – –
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$326K +$308K +2,279 New
CCA
420
Conservest Capital Advisors
Pennsylvania
$323K – – –
Sigma Planning Corp
421
Sigma Planning Corp
Michigan
$323K +$2.43K +18 +0.8%
HM Payson & Co
422
HM Payson & Co
Maine
$318K – – –
VNA
423
Valley National Advisers
Pennsylvania
$316K -$185K -1,365 -38%
Savant Capital
424
Savant Capital
Illinois
$313K – – –
CL
425
CPWM LLC
Washington
$311K – – –