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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
151
Patriot Investment Management Group
Tennessee
$3.13M
BFA
152
Bragg Financial Advisors
North Carolina
$3.07M -$184K -1,312 -5%
WIC
153
Whitegate Investment Counselors
New Hampshire
$3.05M
AWM
154
Avior Wealth Management
Nebraska
$3.05M +$318K +2,264 +10%
CTC
155
Central Trust Company
Missouri
$3.03M +$1.37M +9,764 +62%
CCMD
156
Cypress Capital Management (Delaware)
Delaware
$2.93M -$40.5K -288 -1%
TYCC
157
Texas Yale Capital Corp
Florida
$2.92M +$731K +5,205 +27%
IA
158
IFG Advisory
Georgia
$2.85M +$6.46K +46 +0.2%
AC
159
Alexandria Capital
Virginia
$2.82M -$344K -2,448 -9%
William Blair & Company
160
William Blair & Company
Illinois
$2.78M +$2.63M +18,726 +392%
KCM
161
Kendall Capital Management
Maryland
$2.7M +$2.11K +15 +0.1%
KAH
162
Kathryn A. Hall
$2.62M
PFM
163
Phillips Financial Management
Indiana
$2.6M +$674K +4,796 +26%
NB
164
Nicolet Bankshares
Wisconsin
$2.6M -$2.57M -18,313 -46%
HCIA
165
Hochman Cole Investment Advisors
Illinois
$2.59M -$248K -1,768 -7%
NA
166
NewEdge Advisors
Louisiana
$2.56M +$114K +810 +4%
EWM
167
Evercore Wealth Management
New York
$2.52M
BSW
168
Buckingham Strategic Wealth
Missouri
$2.49M -$250K -1,777 -8%
CWS
169
Cypress Wealth Services
California
$2.48M
CFIA
170
Cantor Fitzgerald Investment Advisors
New York
$2.43M -$1.08M -7,706 -27%
Citigroup
171
Citigroup
New York
$2.42M +$610K +4,343 +27%
AWM
172
Atticus Wealth Management
Florida
$2.38M -$211K -1,500 -7%
GCA
173
Gradient Capital Advisors
California
$2.37M
BDF
174
Black Diamond Financial
Maryland
$2.33M +$161K +1,145 +6%
GA
175
GFS Advisors
Texas
$2.3M