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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
176
Ashfield Capital Partners
California
$448K
SWP
177
Stratos Wealth Partners
Ohio
$424K +$433K +4,474 New
AF
178
Affiance Financial
Minnesota
$417K +$35.3K +365 +9%
FWP
179
FAS Wealth Partners
Kansas
$401K
DC
180
Davenport & Co
Virginia
$400K -$12.1K -125 -3%
KIA
181
KCM Investment Advisors
California
$396K +$31.9K +329 +9%
JWM
182
Jacobus Wealth Management
Wisconsin
$394K +$242K +2,500 +151%
CG
183
Caprock Group
Idaho
$391K +$399K +4,120 New
CHC
184
City Holding Co
West Virginia
$379K
ICAS
185
Investors Capital Advisory Services
Massachusetts
$374K +$113K +1,165 +42%
IFB
186
iAB Financial Bank
Indiana
$365K +$89.6K +925 +32%
UBWV
187
United Bank (West Virginia)
West Virginia
$354K
VF
188
Virtu Financial
New York
$351K +$359K +3,704 New
SC
189
SouthState Corp
Florida
$350K
FMWA
190
Forvis Mazars Wealth Advisors
Missouri
$333K
PCA
191
Personal Capital Advisors
California
$331K -$3.87K -40 -1%
CC
192
Courier Capital
New York
$327K
IC
193
Intersect Capital
California
$324K
BWP
194
BSW Wealth Partners
Colorado
$308K
PWW
195
Pettyjohn Wood & White
Virginia
$308K +$315K +3,253 New
ABC
196
Associated Banc-Corp
Wisconsin
$307K
CIBC World Market
197
CIBC World Market
Ontario, Canada
$304K +$56.2K +580 +22%
MHS
198
M Holdings Securities
Oregon
$297K
PP
199
Patten & Patten
Tennessee
$296K +$31.5K +325 +12%
NB
200
NBT Bank
New York
$286K -$182K -1,880 -38%