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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Patten & Patten
Tennessee
$264K
DIP
202
DT Investment Partners
Pennsylvania
$259K +$12.6K +137 +5%
ICAS
203
Investors Capital Advisory Services
Massachusetts
$246K +$14K +152 +6%
EIM
204
Emerson Investment Management
Massachusetts
$236K
LC
205
Lourd Capital
California
$234K
FM
206
Foster & Motley
Ohio
$225K +$92 +1 +0%
CPIG
207
Chicago Partners Investment Group
Illinois
$224K +$219K +2,373 New
SIM
208
Sigma Investment Management
Oregon
$217K
NEPWA
209
New England Private Wealth Advisors
Massachusetts
$217K +$1.11K +12 +0.5%
FNB
210
Farmers National Bank
Kentucky
$215K +$210K +2,275 New
SJL
211
Shayne & Jacobs LLC
Tennessee
$213K
BT
212
Beacon Trust
New Jersey
$212K +$207K +2,247 New
DSC
213
Duncker Streett & Co
Missouri
$211K +$185 +2 +0.1%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$210K -$462K -5,010 -69%
GWS
215
Glassman Wealth Services
Virginia
$187K +$183K +1,981 New
PMFA
216
Plante Moran Financial Advisors
Michigan
$175K
BRWM
217
B. Riley Wealth Management
Tennessee
$159K
BRWA
218
B. Riley Wealth Advisors
Florida
$159K +$156K +1,687 New
JWM
219
Jacobus Wealth Management
Wisconsin
$157K
QAM
220
QCI Asset Management
New York
$151K
CAW
221
Cornerstone Advisors (Washington)
Washington
$151K +$147K +1,597 New
RIA
222
Regal Investment Advisors
Michigan
$141K -$30.4K -329 -18%
NPC
223
National Planning Corporation
California
$134K +$134K +1,447 New
PG
224
Patten Group
Tennessee
$131K +$128K +1,385 New
NFG
225
Next Financial Group
Texas
$123K -$481K -5,216 -80%