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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
676
Choate Investment Advisors
Massachusetts
$98K
BBPWM
677
Blue Bell Private Wealth Management
Pennsylvania
$90K -$76.3K -391 -47%
PCTC
678
Perkins Coie Trust Company
Washington
$89K
M
679
MOTCO
Texas
$88K
TWA
680
TCI Wealth Advisors
Arizona
$88K +$7.61K +39 +10%
SSB
681
Sandy Spring Bank
Maryland
$85K
FHA
682
First Horizon Advisors
Tennessee
$85K +$195 +1 +0.2%
CT
683
Caldwell Trust
Florida
$82.3K +$46.8K +240 +141%
SIAP
684
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K +$5.86K +30 +8%
JPLA
685
Joseph P. Lucia & Associates
New York
$77K
AA
686
Ancora Advisors
Ohio
$70K
PMFA
687
Plante Moran Financial Advisors
Michigan
$70K
AIP
688
Ameritas Investment Partners
Nebraska
$67K -$9.76K -50 -13%
SFSIG
689
San Francisco Sentry Investment Group
California
$66K
BWM
690
Baystate Wealth Management
Massachusetts
$66K +$195 +1 +0.3%
CFO
691
Colony Family Offices
North Carolina
$62K +$5.86K +30 +11%
BCA
692
Bray Capital Advisors
Florida
$52K
JGIA
693
Jackson Grant Investment Advisers
Connecticut
$50K
APWA
694
Atlas Private Wealth Advisors
New Jersey
$48K -$21.5K -110 -31%
WFA
695
West Financial Advisors
Iowa
$45K
BWM
696
BerganKDV Wealth Management
Minnesota
$44K
BC
697
Burleson & Co
California
$44K
RMC
698
Resources Management Corp
Connecticut
$42K
LF
699
Lee Financial
Texas
$42K +$40.4K +207 New
TPCW
700
TD Private Client Wealth
New York
$40.6K -$2.34K -12 -6%