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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.83M +$222K +1,775 +9%
PWM
152
PRW Wealth Management
Massachusetts
$2.79M -$125K -1,000 -4%
EWM
153
Evercore Wealth Management
New York
$2.79M
CWS
154
Cypress Wealth Services
California
$2.72M -$111K -890 -4%
EW
155
Emerson Wealth
Michigan
$2.66M +$1.35M +10,768 +111%
CFIA
156
Cantor Fitzgerald Investment Advisors
New York
$2.62M +$31.6K +253 +1%
GCA
157
Gradient Capital Advisors
California
$2.6M
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$2.52M +$2.43M +19,418 New
GA
159
GFS Advisors
Texas
$2.52M
Citigroup
160
Citigroup
New York
$2.47M -$208K -1,663 -8%
MCP
161
Mirador Capital Partners
California
$2.44M +$208K +1,660 +10%
BDF
162
Black Diamond Financial
Maryland
$2.42M -$219K -1,749 -9%
PFM
163
Phillips Financial Management
Indiana
$2.42M -$19.4K -155 -0.8%
AC
164
Alley Company
Illinois
$2.36M
PA
165
Paracle Advisors
Washington
$2.33M -$117K -932 -5%
IWC
166
Integrated Wealth Concepts
Massachusetts
$2.31M -$28.5K -228 -1%
PP
167
PrairieView Partners
Minnesota
$2.31M
IF
168
Ironwood Financial
Arizona
$2.3M -$115K -917 -5%
SEI Investments
169
SEI Investments
Pennsylvania
$2.3M -$24.8K -198 -1%
5L
170
55I LLC
Massachusetts
$2.24M -$856K -6,846 -28%
NEAM
171
New England Asset Management
Connecticut
$2.23M +$2.14M +17,140 New
MC
172
Mathes Company
New York
$2.21M +$50K +400 +2%
BBA
173
BLB&B Advisors
Pennsylvania
$2.15M -$124K -995 -6%
GPC
174
Glacier Peak Capital
Washington
$2.08M -$80.3K -642 -4%
MWPCG
175
Measured Wealth Private Client Group
New Hampshire
$2.07M -$21.3K -170 -1%