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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
201
Forvis Mazars Wealth Advisors
Missouri
$329K
CC
202
Courier Capital
New York
$323K
BWP
203
BSW Wealth Partners
Colorado
$304K
BF
204
BOK Financial
Oklahoma
$303K -$493K -5,241 -62%
HNB
205
Huntington National Bank
Ohio
$297K
ABC
206
Associated Banc-Corp
Wisconsin
$294K -$9.41K -100 -3%
PP
207
Patten & Patten
Tennessee
$292K
KIA
208
KCM Investment Advisors
California
$281K -$111K -1,179 -28%
WF
209
Welch & Forbes
Massachusetts
$281K
GWM
210
Gupta Wealth Management
California
$281K +$251K +2,664 +772%
NB
211
NBT Bank
New York
$275K -$5.65K -60 -2%
FAM
212
Formidable Asset Management
Ohio
$256K +$266K +2,820 New
NFG
213
Next Financial Group
Texas
$254K +$42.4K +450 +20%
FM
214
Foster & Motley
Ohio
$251K +$471 +5 +0.2%
ACP
215
Arcus Capital Partners
Georgia
$243K +$245K +2,600 New
RJT
216
Raymond James Trust
Florida
$242K -$187K -1,987 -43%
MAM
217
Marquette Asset Management
Minnesota
$241K
CHJWM
218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240K +$246K +2,610 New
CCM
219
Coe Capital Management
Illinois
$236K -$4.71K -50 -2%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$234K
CPIG
221
Chicago Partners Investment Group
Illinois
$230K +$2.45K +26 +1%
CI
222
Chartist Inc
California
$226K +$228K +2,421 New
NEPWA
223
New England Private Wealth Advisors
Massachusetts
$219K +$2.35K +25 +1%
EIM
224
Emerson Investment Management
Massachusetts
$215K
DSC
225
Duncker Streett & Co
Missouri
$214K +$282 +3 +0.1%