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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
151
Dumont & Blake Investment Advisors
New Jersey
$277K
SIM
152
Sigma Investment Management
Oregon
$276K -$15.3K -199 -5%
BF
153
BOK Financial
Oklahoma
$275K
MAM
154
Marquette Asset Management
Minnesota
$272K -$10.6K -138 -4%
DSC
155
Duncker Streett & Co
Missouri
$271K +$116K +1,514 +76%
ACM
156
Antonetti Capital Management
Florida
$258K +$30K +390 +13%
SA
157
Strategic Advisors
New York
$255K +$9.61K +125 +4%
BWP
158
BSW Wealth Partners
Colorado
$251K
BT
159
Beacon Trust
New Jersey
$245K -$91.1K -1,185 -27%
DADC
160
D.A. Davidson & Co
Montana
$225K -$20.4K -265 -8%
MFS
161
MSI Financial Services
Massachusetts
$225K +$90.2K +1,173 +67%
TIM
162
Tortoise Investment Management
New York
$220K -$47.2K -614 -18%
GF
163
Gerstein Fisher
New York
$216K
QAM
164
QCI Asset Management
New York
$132K -$1.15K -15 -0.9%
BRWA
165
B. Riley Wealth Advisors
Florida
$130K +$130K +1,687 New
JWM
166
Jacobus Wealth Management
Wisconsin
$128K
RIA
167
Regal Investment Advisors
Michigan
$108K
SSB
168
Sandy Spring Bank
Maryland
$83K -$15.4K -200 -16%
WA
169
Waverly Advisors
Alabama
$66K +$65.1K +847 New
AA
170
AlphaMark Advisors
Kentucky
$62K
HNB
171
Huntington National Bank
Ohio
$62K
First Manhattan
172
First Manhattan
New York
$54K
WCM
173
Wealthcare Capital Management
Virginia
$52K
FHA
174
First Horizon Advisors
Tennessee
$46K +$45.8K +595 New
BC
175
Bartlett & Co
Ohio
$39K