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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$5.32M -$9.6K -53 -0.2%
ACM
152
Armbruster Capital Management
New York
$5.3M
CHJWM
153
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.23M -$42.6K -235 -0.9%
GT
154
Glenmede Trust
Pennsylvania
$5.16M -$270K -1,490 -5%
SFMG
155
Sage Financial Management Group
Virginia
$5.1M -$443K -2,444 -8%
CFB
156
Cullen/Frost Bankers
Texas
$5.09M +$101K +557 +2%
CPFP
157
Clear Perspectives Financial Planning
Ohio
$4.94M -$29.9K -165 -0.6%
AWM
158
Avior Wealth Management
Nebraska
$4.92M -$22.7K -125 -0.5%
IFS
159
Ifrah Financial Services
Arkansas
$4.91M -$230K -1,268 -5%
PIMG
160
Patriot Investment Management Group
Tennessee
$4.83M +$177K +976 +4%
OGF
161
Orin Green Financial
California
$4.75M +$17.2K +95 +0.4%
WIC
162
Whitegate Investment Counselors
New Hampshire
$4.58M
GT
163
Glenview Trust
Kentucky
$4.53M -$47.7K -263 -1%
TYCC
164
Texas Yale Capital Corp
Florida
$4.44M +$725 +4 +0%
CTC
165
Central Trust Company
Missouri
$4.42M +$47.1K +260 +1%
BFA
166
Bragg Financial Advisors
North Carolina
$4.41M -$137K -754 -3%
PWM
167
PRW Wealth Management
Massachusetts
$4.4M +$906K +5,000 +27%
SWM
168
Sculati Wealth Management
Michigan
$4.36M +$311K +1,718 +8%
AF
169
Apexium Financial
Texas
$4.32M
SC
170
Soundwatch Capital
Connecticut
$4.32M
PFM
171
Phillips Financial Management
Indiana
$4.3M -$194K -1,073 -4%
KCM
172
Kendall Capital Management
Maryland
$4.21M
BSW
173
Buckingham Strategic Wealth
Missouri
$4.16M -$333K -1,836 -8%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$4.15M -$10.5M -58,038 -72%
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$4.14M +$274K +1,511 +7%