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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$662K +$373 +4 +0.1%
EWMCB
152
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$661K
B
153
Bailard
California
$624K
HFS
154
HL Financial Services
Kentucky
$608K
ICOA
155
Investment Centers of America
North Dakota
$600K +$37.5K +402 +6%
TBA
156
Tower Bridge Advisors
Pennsylvania
$599K
PWM
157
Patriot Wealth Management
Texas
$597K -$14K -150 -2%
TCOV
158
Trust Company of Vermont
Vermont
$572K
MC
159
Mathes Company
New York
$549K
CCA
160
Cobblestone Capital Advisors
New York
$545K -$128K -1,370 -18%
F
161
FutureAdvisor
California
$522K +$554K +5,930 New
SEI Investments
162
SEI Investments
Pennsylvania
$517K +$472K +5,058 +625%
TDC
163
Thompson Davis & Co
Virginia
$511K -$957K -10,250 -64%
TIM
164
Tortoise Investment Management
New York
$510K -$112K -1,200 -17%
LDB
165
Lee, Danner & Bass
Tennessee
$509K -$14.9K -160 -3%
CTC
166
Central Trust Company
Missouri
$480K
MG
167
McCutchen Group
Washington
$477K +$2.33K +25 +0.5%
TSS
168
Two Sigma Securities
New York
$471K +$500K +5,352 New
CFA
169
Carroll Financial Associates
North Carolina
$461K
PJSIMP
170
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458K -$168K -1,800 -26%
PO
171
Private Ocean
California
$452K -$54.6K -585 -10%
AF
172
Affiance Financial
Minnesota
$448K +$64K +686 +16%
CNB
173
City National Bank
Delaware
$445K -$85.9K -920 -15%
PWW
174
Pettyjohn Wood & White
Virginia
$439K +$162K +1,731 +53%
BB
175
Bell Bank
North Dakota
$438K