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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
151
Neuberger Berman Group
New York
$810K
AG
152
Advisor Group
Arizona
$779K +$774K +8,158 New
GH
153
GAM Holding
Switzerland
$767K
OCM
154
One Capital Management
California
$753K -$27.1K -286 -4%
BCP
155
Berkeley Capital Partners
Georgia
$750K +$44.2K +466 +6%
BOS
156
Bingham Osborn & Scarborough
California
$734K
CCM
157
Covington Capital Management
California
$728K -$95.4K -1,005 -12%
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$727K
CBU
159
CIBC Bank USA
Illinois
$691K -$41.3K -435 -6%
MFT
160
Moisand Fitzgerald Tamayo
Florida
$668K -$41.1K -433 -6%
PWM
161
Patriot Wealth Management
Texas
$650K
AL
162
Aspiriant LLC
California
$645K
SEI Investments
163
SEI Investments
Pennsylvania
$645K +$445K +4,685 +229%
PPA
164
Parametric Portfolio Associates
Washington
$642K -$42.3K -446 -6%
TCOV
165
Trust Company of Vermont
Vermont
$623K
BCI
166
Brinker Capital Investments
Pennsylvania
$613K -$48.9K -515 -7%
IA
167
Independence Advisors
Pennsylvania
$609K +$603K +6,354 New
B
168
Bailard
California
$604K -$75K -790 -11%
TIM
169
Tortoise Investment Management
New York
$600K
CA
170
Cetera Advisors
Colorado
$596K +$1.33K +14 +0.2%
CCA
171
Cobblestone Capital Advisors
New York
$594K
LS
172
Lattice Strategies
Pennsylvania
$593K -$637K -6,715 -52%
FAAS
173
First Allied Advisory Services
California
$572K +$323K +3,408 +133%
MC
174
Mathes Company
New York
$568K -$28.5K -300 -5%
MG
175
McCutchen Group
Washington
$530K +$2.28K +24 +0.4%