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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$5.74M -$925 -6 -0%
BFO
127
Biltmore Family Office
North Carolina
$5.6M -$822K -5,331 -13%
CAN
128
Cetera Advisor Networks
California
$5.49M -$860K -5,576 -14%
WT
129
Whittier Trust
California
$5.46M
CWM
130
Cranbrook Wealth Management
Michigan
$5.42M -$103K -666 -2%
IC
131
IEQ Capital
California
$5.3M -$71.2K -462 -1%
TFO
132
Tarbox Family Office
California
$5.29M +$11.1K +72 +0.2%
AAS
133
Avantax Advisory Services
Texas
$5.27M +$4.57M +29,615 +727%
EA
134
Elm Advisors
California
$5.15M -$147K -955 -3%
NL
135
NWAM LLC
Washington
$5.12M -$109K -709 -2%
BJL
136
Brighton Jones LLC
Washington
$5.1M +$72.3K +469 +1%
CAL
137
Capital Advisors Ltd
Ohio
$5.02M -$191K -1,238 -4%
RCIM
138
Red Cedar Investment Management
Michigan
$4.96M +$4.89M +31,697 New
LNC
139
Lincoln National Corp
Pennsylvania
$4.71M +$124K +801 +3%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$4.7M +$1.98M +12,870 +72%
K
141
Kemper
Illinois
$4.67M -$1.54M -9,965 -25%
CCA
142
Cobblestone Capital Advisors
New York
$4.59M -$69.2K -449 -2%
GT
143
Glenmede Trust
Pennsylvania
$4.59M +$118K +765 +3%
WTC
144
WhitTier Trust Company
Nevada
$4.53M +$25.6K +166 +0.6%
GT
145
Glenview Trust
Kentucky
$4.51M -$72K -467 -2%
CFG
146
Citizens Financial Group
Rhode Island
$4.5M +$4.15M +26,929 +1,439%
AF
147
Allworth Financial
California
$4.49M -$50.3K -326 -1%
CCFM
148
Clear Creek Financial Management
Washington
$4.48M +$4.42M +28,668 New
CHJWM
149
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.47M +$27.8K +180 +0.7%
AWM
150
Avior Wealth Management
Nebraska
$4.42M +$110K +712 +3%