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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
201
Homrich & Berg
Georgia
$329K +$312K +3,500 New
HFS
202
HL Financial Services
Kentucky
$320K -$356K -3,995 -54%
BWP
203
BSW Wealth Partners
Colorado
$306K
CHJWM
204
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K +$57.9K +650 +25%
BF
205
BOK Financial
Oklahoma
$305K
ABC
206
Associated Banc-Corp
Wisconsin
$295K
PP
207
Patten & Patten
Tennessee
$294K
CC
208
Courier Capital
New York
$284K -$37.9K -425 -12%
KIA
209
KCM Investment Advisors
California
$282K
NFG
210
Next Financial Group
Texas
$276K +$20.1K +225 +8%
JIC
211
Johnson Investment Counsel
Ohio
$272K +$259K +2,900 New
FAM
212
Formidable Asset Management
Ohio
$269K
NB
213
NBT Bank
New York
$268K -$8.91K -100 -3%
FM
214
Foster & Motley
Ohio
$253K +$178 +2 +0.1%
ACP
215
Arcus Capital Partners
Georgia
$245K +$892 +10 +0.4%
SBL
216
Sargent Bickham Lagudis
Colorado
$243K +$230K +2,585 New
FAAS
217
First Allied Advisory Services
California
$242K -$481K -5,400 -68%
CCM
218
Coe Capital Management
Illinois
$237K
MAM
219
Marquette Asset Management
Minnesota
$236K -$6.15K -69 -3%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$235K
CPIG
221
Chicago Partners Investment Group
Illinois
$233K +$1.07K +12 +0.5%
CTC
222
Central Trust Company
Missouri
$231K -$259K -2,900 -54%
SA
223
Strategic Advisors
New York
$224K +$212K +2,383 New
DIP
224
DT Investment Partners
Pennsylvania
$222K +$11.6K +130 +6%
NEPWA
225
New England Private Wealth Advisors
Massachusetts
$221K +$981 +11 +0.5%