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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
176
Transcend Capital Advisors
New Jersey
$5.6M -$68.2K -389 -1%
IPW
177
Intergy Private Wealth
Colorado
$5.6M +$504K +2,873 +10%
NIM
178
Northeast Investment Management
Massachusetts
$5.6M +$5.37M +30,609 +1,988%
LNC
179
Lincoln National Corp
Pennsylvania
$5.54M +$439K +2,500 +9%
AWM
180
Avior Wealth Management
Nebraska
$5.48M +$1.51M +8,614 +38%
CPIG
181
Chicago Partners Investment Group
Illinois
$5.47M +$3.16K +18 +0.1%
CHJWM
182
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.42M +$246K +1,400 +5%
Cerity Partners
183
Cerity Partners
New York
$5.39M +$3.82M +21,784 +238%
WIC
184
Whitegate Investment Counselors
New Hampshire
$5.36M
HWM
185
HB Wealth Management
Georgia
$5.32M +$1.6M +9,127 +43%
BMM
186
Berkshire Money Management
Massachusetts
$5.22M +$533K +3,040 +11%
AF
187
Allworth Financial
California
$5.18M -$143K -815 -3%
AF
188
Apexium Financial
Texas
$5.15M -$115K -654 -2%
MECA
189
Miller Equity Capital Advisors
Texas
$5.08M +$1.52M +8,685 +42%
1WM
190
1900 Wealth Management
Texas
$5.06M +$198K +1,130 +4%
MCM
191
MAI Capital Management
Ohio
$5.04M -$246K -1,400 -5%
IB
192
Intrust Bank
Kansas
$5M +$370K +2,109 +8%
CB
193
Commerce Bank
Missouri
$4.95M -$1.11M -6,355 -18%
AT
194
American Trust
Kentucky
$4.92M +$507K +2,889 +11%
LPAM
195
Lodestar Private Asset Management
California
$4.91M +$4.95M +28,203 New
ML
196
Mayport LLC
Massachusetts
$4.8M +$481K +2,740 +11%
ST
197
Smithfield Trust
Pennsylvania
$4.79M +$862K +4,915 +22%
TDWM
198
Topel & Distasi Wealth Management
California
$4.77M +$37.9K +216 +0.8%
GT
199
Glenview Trust
Kentucky
$4.76M +$367K +2,089 +8%
FMP
200
Financial Management Professionals
Texas
$4.75M +$4.78M +27,246 +61,923%