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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
601
Disciplined Investments
Oklahoma
$268K -$211K -1,023 -43%
BPA
602
Beacon Pointe Advisors
California
$265K -$19.2K -93 -7%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$264K +$24.2K +117 +10%
CPO
604
Cerity Partners OCIO
New York
$263K
MAM
605
Marquette Asset Management
Minnesota
$261K
WI
606
Wedgewood Investors
Pennsylvania
$259K
CF
607
Clarity Financial
Texas
$259K +$267K +1,291 New
SFPM
608
Sensible Financial Planning & Management
Massachusetts
$256K
Millennium Management
609
Millennium Management
New York
$252K -$19.2K -93 -7%
CAM
610
Carret Asset Management
New York
$252K +$3.31K +16 +1%
ACM
611
Ategra Capital Management
Virginia
$252K
Nuveen
612
Nuveen
North Carolina
$250K
AMG
613
Asset Management Group
Connecticut
$250K +$827 +4 +0.3%
WSFS
614
Wilmington Savings Fund Society
Delaware
$249K
GWM
615
Geneos Wealth Management
Colorado
$245K +$413 +2 +0.2%
KF
616
Krilogy Financial
Missouri
$244K +$620 +3 +0.2%
FFG
617
Fullen Financial Group
Ohio
$243K +$620 +3 +0.3%
WCF
618
West Coast Financial
California
$241K
IAA
619
Ironsides Asset Advisors
North Carolina
$241K +$248K +1,200 New
SCM
620
Southport Capital Management
Tennessee
$239K
CS
621
Candriam SCA
Luxembourg
$237K
IA
622
IFP Advisors
Florida
$237K +$413 +2 +0.2%
SSWM
623
Smith Salley Wealth Management
North Carolina
$237K +$26.9K +130 +12%
TSWM
624
Triangle Securities Wealth Management
North Carolina
$236K
WDG
625
Wealth Dimensions Group
Ohio
$235K