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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
151
CIBC Bank USA
Illinois
$752K
GH
152
GAM Holding
Switzerland
$748K -$753K -8,000 -50%
FAAS
153
First Allied Advisory Services
California
$746K -$19.9K -211 -3%
MFT
154
Moisand Fitzgerald Tamayo
Florida
$739K +$744K +7,901 New
ICOA
155
Investment Centers of America
North Dakota
$737K +$97.9K +1,040 +15%
BCP
156
Berkeley Capital Partners
Georgia
$730K +$735K +7,806 New
BOS
157
Bingham Osborn & Scarborough
California
$716K -$22.1K -235 -3%
AL
158
Aspiriant LLC
California
$706K -$1.52M -16,150 -68%
LNWWM
159
Laird Norton Wetherby Wealth Management
California
$704K +$659 +7 +0.1%
SEI Investments
160
SEI Investments
Pennsylvania
$699K +$151K +1,608 +27%
HFS
161
HL Financial Services
Kentucky
$691K +$46.6K +495 +7%
PWM
162
Patriot Wealth Management
Texas
$634K
CA
163
Cetera Advisors
Colorado
$630K -$86K -913 -12%
TCOV
164
Trust Company of Vermont
Vermont
$608K
MC
165
Mathes Company
New York
$583K
CCA
166
Cobblestone Capital Advisors
New York
$579K
Millennium Management
167
Millennium Management
New York
$577K -$376K -3,991 -39%
BlackRock
168
BlackRock
New York
$557K +$561K +5,958 New
TIM
169
Tortoise Investment Management
New York
$541K
JWM
170
Jacobus Wealth Management
Wisconsin
$529K +$141K +1,500 +36%
MG
171
McCutchen Group
Washington
$512K +$5.37K +57 +1%
CTC
172
Central Trust Company
Missouri
$501K -$9.41K -100 -2%
Comerica Bank
173
Comerica Bank
Texas
$497K -$211K -2,241 -28%
PJSIMP
174
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K
LDB
175
Lee, Danner & Bass
Tennessee
$482K -$58.8K -625 -11%