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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
Placemark Investments
Illinois
$978K +$66.6K +819 +8%
VCP
102
Vista Capital Partners
Oregon
$967K
EAM
103
Evanson Asset Management
California
$961K +$922K +11,337 New
BFO
104
Boston Family Office
Massachusetts
$957K
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$940K -$11K -135 -1%
HighTower Advisors
106
HighTower Advisors
Illinois
$921K -$4.88K -60 -0.5%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$910K +$872K +10,727 New
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$890K +$10.7K +131 +1%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$857K -$237K -2,919 -22%
SSWM
110
Sheets Smith Wealth Management
North Carolina
$841K +$121K +1,485 +18%
HL
111
HeadInvest LLC
Maine
$824K +$113K +1,390 +17%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$791K +$7.81K +96 +1%
SHA
113
Smith Hayes Advisers
Nebraska
$774K +$180K +2,213 +32%
FPTW
114
Franklin, Parlapiano, Turner & Welch
Texas
$764K
CCA
115
Cobblestone Capital Advisors
New York
$762K -$33.3K -410 -4%
BOS
116
Bingham Osborn & Scarborough
California
$762K
US Bancorp
117
US Bancorp
Minnesota
$756K +$21.2K +261 +3%
CCM
118
Covington Capital Management
California
$754K -$159K -1,960 -18%
MCM
119
Maryland Capital Management
Maryland
$742K -$34.7K -427 -5%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$725K
LPT
121
Legacy Private Trust
Wisconsin
$714K -$5.47M -67,332 -89%
CWM
122
Cranbrook Wealth Management
Michigan
$676K +$649K +7,976 New
ABC
123
Associated Banc-Corp
Wisconsin
$675K
NB
124
NBT Bank
New York
$672K -$36.2K -445 -5%
VFP
125
Verus Financial Partners
Virginia
$661K +$634K +7,794 New