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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
126
IEQ Capital
California
$8.02M
PCG
127
Private Capital Group
Connecticut
$7.91M -$37.8K -183 -0.5%
BFO
128
Biltmore Family Office
North Carolina
$7.76M +$365K +1,767 +5%
CAN
129
Cetera Advisor Networks
California
$7.58M +$315K +1,525 +4%
SAMT
130
Select Asset Management & Trust
Pennsylvania
$7.56M -$1.19M -5,755 -13%
V
131
Veritable
Delaware
$7.48M -$86.2K -417 -1%
CB
132
Commerce Bank
Missouri
$7.26M -$2.55M -12,315 -25%
Northern Trust
133
Northern Trust
Illinois
$7.21M -$22.9K -111 -0.3%
BJL
134
Brighton Jones LLC
Washington
$7.09M +$64.9K +314 +0.9%
CA
135
Continuum Advisory
Idaho
$6.99M -$118K -572 -2%
SWP
136
Stratos Wealth Partners
Ohio
$6.95M -$132K -640 -2%
CFG
137
Citizens Financial Group
Rhode Island
$6.89M +$1.06M +5,119 +18%
MFW
138
Meristem Family Wealth
Minnesota
$6.75M +$6.94M +33,595 New
TFO
139
Tarbox Family Office
California
$6.7M -$77.5K -375 -1%
SWM
140
Soundmark Wealth Management
Washington
$6.53M
CWM
141
Cranbrook Wealth Management
Michigan
$6.49M -$47.9K -232 -0.7%
NL
142
NWAM LLC
Washington
$6.47M +$9.51K +46 +0.1%
CAL
143
Capital Advisors Ltd
Ohio
$6.38M
MAS
144
Managed Account Services
Florida
$6.37M -$1.89M -9,140 -22%
EA
145
Elm Advisors
California
$6.31M -$28.9K -140 -0.4%
HGWM
146
Harvest Group Wealth Management
Massachusetts
$6.31M +$111K +539 +2%
LNC
147
Lincoln National Corp
Pennsylvania
$6.01M +$620 +3 +0%
CHJWM
148
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.95M +$85.8K +415 +2%
CPFP
149
Clear Perspectives Financial Planning
Ohio
$5.95M +$383K +1,852 +7%
AF
150
Allworth Financial
California
$5.86M -$103K -496 -2%