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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
76
Phillips Financial Management
Indiana
$2.06M -$76.4K -939 -4%
Ameriprise
77
Ameriprise
Minnesota
$1.96M +$154K +1,893 +9%
BSW
78
Buckingham Strategic Wealth
Missouri
$1.89M -$39.7K -488 -2%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$1.69M +$52K +639 +3%
NAMP
80
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.68M +$40.7K +500 +3%
AWA
81
Arete Wealth Advisors
Illinois
$1.67M +$1.6M +19,702 New
AC
82
Alley Company
Illinois
$1.67M +$46.8K +576 +3%
SM
83
Stratton Management
Pennsylvania
$1.66M +$716K +8,800 +82%
B
84
Bailard
California
$1.64M
DI
85
Dalton Investments
Nevada
$1.6M -$113K -1,394 -7%
TDC
86
Thompson Davis & Co
Virginia
$1.59M +$1.53M +18,810 New
Northern Trust
87
Northern Trust
Illinois
$1.5M +$4.23K +52 +0.3%
ACM
88
Advisors Capital Management
New Jersey
$1.46M +$726K +8,931 +109%
Goldman Sachs
89
Goldman Sachs
New York
$1.41M +$46.2K +568 +4%
CMP
90
Courage Miller Partners
Virginia
$1.36M -$110K -1,352 -8%
SNT
91
Security National Trust
West Virginia
$1.36M
UAS
92
United Asset Strategies
New York
$1.34M +$1.29M +15,824 New
GA
93
GFS Advisors
Texas
$1.31M
HS
94
Huntington Steele
Pennsylvania
$1.27M
PFG
95
Pacific Financial Group
Washington
$1.27M
CS
96
Credit Suisse
Switzerland
$1.25M +$431K +5,295 +56%
SSI
97
Scott & Selber Inc
Texas
$1.22M
IFA
98
Interactive Financial Advisors
Illinois
$1.21M +$6.75K +83 +0.6%
GT
99
Glenview Trust
Kentucky
$1.19M +$1.14M +13,999 New
VFS
100
VSR Financial Services
Kansas
$1.03M -$351K -4,316 -26%