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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Heartwood Wealth Management
United Kingdom
$2.44M -$8.81M -88,971 -78%
NAMP
102
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.43M +$9.9K +100 +0.4%
WIC
103
Whitegate Investment Counselors
New Hampshire
$2.36M +$12.6K +127 +0.5%
ACM
104
Armbruster Capital Management
New York
$2.33M
PA
105
Paracle Advisors
Washington
$2.23M +$495 +5 +0%
SCA
106
Stillwater Capital Advisors
Pennsylvania
$2.16M
AL
107
Aspiriant LLC
California
$2.15M +$1.49M +14,995 +223%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$2.12M +$36.7K +371 +2%
AC
109
Alley Company
Illinois
$2.09M
ACM
110
Advisors Capital Management
New Jersey
$2.02M +$134K +1,354 +7%
PFM
111
Phillips Financial Management
Indiana
$2.01M -$18.6K -188 -0.9%
SWP
112
Stratos Wealth Partners
Ohio
$1.97M -$32.5K -328 -2%
Jane Street
113
Jane Street
New York
$1.93M -$6.97M -70,388 -78%
GA
114
GFS Advisors
Texas
$1.92M
UBS AM
115
UBS AM
Illinois
$1.92M -$689K -6,960 -26%
IF
116
Ironwood Financial
Arizona
$1.9M +$15.4K +156 +0.8%
EMA
117
Efficient Market Advisors
California
$1.89M -$163K -1,650 -8%
BSW
118
Buckingham Strategic Wealth
Missouri
$1.89M -$205K -2,074 -10%
HL
119
HeadInvest LLC
Maine
$1.85M -$210K -2,125 -10%
US Bancorp
120
US Bancorp
Minnesota
$1.84M -$54.5K -550 -3%
QA
121
Quantitative Advantage
Minnesota
$1.82M -$76.3K -770 -4%
VCM
122
Versant Capital Management
Arizona
$1.77M -$278K -2,802 -14%
BA
123
Bristlecone Advisors
Washington
$1.69M -$156K -1,577 -8%
TH
124
Timber Hill
Connecticut
$1.55M +$1.55M +15,631 New
AWA
125
Arete Wealth Advisors
Illinois
$1.53M