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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$603K -$6.44K -33 -1%
VFIC
427
Valley Forge Investment Consultants
Pennsylvania
$601K +$1.76K +9 +0.3%
TFCP
428
Twin Focus Capital Partners
Massachusetts
$594K -$91.7K -470 -14%
CG
429
Colony Group
Massachusetts
$575K +$559K +2,865 New
SGK
430
Steigerwald Gordon & Koch
Virginia
$571K +$1.76K +9 +0.3%
FCFC
431
First Commonwealth Financial Corp
Pennsylvania
$561K
AHC
432
Anderson Hoagland & Co
Missouri
$558K +$32.2K +165 +6%
First Manhattan
433
First Manhattan
New York
$553K
MWA
434
Meridian Wealth Advisors
Texas
$552K
S
435
SignatureFD
Georgia
$544K +$976 +5 +0.2%
BIM
436
Baldwin Investment Management
Pennsylvania
$543K
BFM
437
Boston Financial Management
Massachusetts
$542K
ZF
438
Zhang Financial
Michigan
$537K +$106K +541 +25%
MCM
439
Murphy Capital Management
New Jersey
$532K +$213K +1,090 +70%
FC
440
Forte Capital
New York
$527K -$245K -1,257 -32%
LL
441
LPWM LLC
Minnesota
$526K -$976 -5 -0.2%
IC
442
Intersect Capital
California
$517K
BC
443
Bartlett & Co
Ohio
$514K -$12.3K -63 -2%
BCWM
444
Bartlett & Co Wealth Management
Ohio
$514K -$12.3K -63 -2%
BOS
445
Bingham Osborn & Scarborough
California
$513K
EPWM
446
Essex Private Wealth Management
Massachusetts
$513K
FNT
447
First National Trust
Pennsylvania
$511K -$39K -200 -7%
IC
448
Inverness Counsel
New York
$508K
HNB
449
Huntington National Bank
Ohio
$505K
PWW
450
Pettyjohn Wood & White
Virginia
$500K -$39.8K -204 -8%