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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
176
Kohmann Bosshard Financial Services
Ohio
$756K +$720K +7,191 New
SEI Investments
177
SEI Investments
Pennsylvania
$745K +$36.2K +362 +5%
TH
178
Timber Hill
Connecticut
$735K -$846K -8,447 -54%
AG
179
Advisor Group
Arizona
$734K -$125K -1,248 -15%
Citadel Advisors
180
Citadel Advisors
Florida
$731K +$209K +2,084 +41%
CBU
181
CIBC Bank USA
Illinois
$711K -$33K -330 -5%
PWM
182
Patriot Wealth Management
Texas
$698K
BCI
183
Brinker Capital Investments
Pennsylvania
$666K +$24.6K +246 +4%
SCA
184
Snowden Capital Advisors
New York
$666K +$651K +6,502 New
TCOV
185
Trust Company of Vermont
Vermont
$665K
IA
186
Independence Advisors
Pennsylvania
$650K
B
187
Bailard
California
$645K
MHS
188
M Holdings Securities
Oregon
$645K +$420K +4,200 +200%
PPA
189
Parametric Portfolio Associates
Washington
$643K -$31.2K -312 -5%
MFT
190
Moisand Fitzgerald Tamayo
Florida
$639K -$66.6K -665 -10%
OC
191
Oakworth Capital
Alabama
$633K +$116K +1,159 +23%
CCA
192
Cobblestone Capital Advisors
New York
$617K
TIM
193
Tortoise Investment Management
New York
$616K -$24.9K -249 -4%
MC
194
Mathes Company
New York
$607K
OCM
195
One Capital Management
California
$589K -$37.9K -379 -6%
ST
196
Smithfield Trust
Pennsylvania
$547K +$535K +5,346 New
MG
197
McCutchen Group
Washington
$546K -$22.2K -222 -4%
IFB
198
iAB Financial Bank
Indiana
$546K
GEA
199
Glen Eagle Advisors
New Jersey
$537K +$525K +5,243 New
FAAS
200
First Allied Advisory Services
California
$523K -$32.4K -324 -6%