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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
201
Welch & Forbes
Massachusetts
$284K +$290K +3,000 New
AI
202
Accredited Investors
Minnesota
$276K
DIP
203
DT Investment Partners
Pennsylvania
$255K -$9.68K -100 -4%
FM
204
Foster & Motley
Ohio
$254K +$194 +2 +0.1%
MAM
205
Marquette Asset Management
Minnesota
$252K -$43.2K -446 -14%
MCM
206
Maryland Capital Management
Maryland
$247K -$55.4K -572 -18%
CCM
207
Coe Capital Management
Illinois
$244K +$19.4K +200 +8%
Luther King Capital Management (LKCM)
208
Luther King Capital Management (LKCM)
Texas
$237K +$242K +2,500 New
CPIG
209
Chicago Partners Investment Group
Illinois
$230K +$3.19K +33 +1%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$219K
EIM
211
Emerson Investment Management
Massachusetts
$218K -$19.4K -200 -8%
DSC
212
Duncker Streett & Co
Missouri
$216K +$97 +1 +0%
FNB
213
Farmers National Bank
Kentucky
$216K +$220K +2,275 New
PP
214
Palladium Partners
Virginia
$215K -$417K -4,303 -66%
SJL
215
Shayne & Jacobs LLC
Tennessee
$214K
SIM
216
Sigma Investment Management
Oregon
$206K
BT
217
Beacon Trust
New Jersey
$202K -$775 -8 -0.4%
LPT
218
Legacy Private Trust
Wisconsin
$201K +$206K +2,125 New
HNB
219
Huntington National Bank
Ohio
$191K -$89.2K -921 Closed
GWS
220
Glassman Wealth Services
Virginia
$188K
PMFA
221
Plante Moran Financial Advisors
Michigan
$175K
ASN
222
Advisory Services Network
Georgia
$171K +$112K +1,157 +182%
BRWM
223
B. Riley Wealth Management
Tennessee
$160K
QAM
224
QCI Asset Management
New York
$152K
CAW
225
Cornerstone Advisors (Washington)
Washington
$151K