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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Patten & Patten
Tennessee
$275K – – –
NB
202
NBT Bank
New York
$265K – – –
WF
203
Welch & Forbes
Massachusetts
$264K – – –
AI
204
Accredited Investors
Minnesota
$257K – – –
DIP
205
DT Investment Partners
Pennsylvania
$237K – – –
FM
206
Foster & Motley
Ohio
$236K +$187 +2 +0.1%
MAM
207
Marquette Asset Management
Minnesota
$227K -$7.47K -80 -3%
CCM
208
Coe Capital Management
Illinois
$226K – – –
HTC
209
Haverford Trust Company
Pennsylvania
$226K +$245K +2,621 New
Luther King Capital Management (LKCM)
210
Luther King Capital Management (LKCM)
Texas
$220K – – –
CPIG
211
Chicago Partners Investment Group
Illinois
$215K +$1.03K +11 +0.5%
MCM
212
Maryland Capital Management
Maryland
$206K -$24.4K -261 -10%
NEPWA
213
New England Private Wealth Advisors
Massachusetts
$204K +$1.03K +11 +0.5%
EIM
214
Emerson Investment Management
Massachusetts
$203K – – –
RBC
215
Ronald Blue & Co
Georgia
$202K +$214K +2,289 New
DSC
216
Duncker Streett & Co
Missouri
$201K +$93 +1 +0%
FNB
217
Farmers National Bank
Kentucky
$200K – – –
NFG
218
Next Financial Group
Texas
$199K +$210K +2,250 +12,500%
GWS
219
Glassman Wealth Services
Virginia
$174K – – –
ASN
220
Advisory Services Network
Georgia
$158K – – –
ACS
221
Archford Capital Strategies
Illinois
$145K +$154K +1,651 New
CAW
222
Cornerstone Advisors (Washington)
Washington
$141K – – –
QAM
223
QCI Asset Management
New York
$141K – – –
HCMT
224
Highland Capital Management (Tennessee)
Tennessee
$132K – – –
PG
225
Patten Group
Tennessee
$127K +$1.87K +20 +1%