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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
201
Credit Suisse
Switzerland
$352K -$593K -6,251 -63%
IC
202
Intersect Capital
California
$350K
UBWV
203
United Bank (West Virginia)
West Virginia
$349K
NFG
204
Next Financial Group
Texas
$347K +$64.5K +680 +23%
FMWA
205
Forvis Mazars Wealth Advisors
Missouri
$337K
HB
206
Homrich & Berg
Georgia
$335K
IA
207
IFP Advisors
Florida
$320K +$315K +3,323 +22,153%
FPFS
208
First Personal Financial Services
North Carolina
$316K +$313K +3,300 New
BWP
209
BSW Wealth Partners
Colorado
$312K
WPC
210
Waters Parkerson & Co
Louisiana
$307K -$312K -3,292 -51%
BF
211
BOK Financial
Oklahoma
$306K -$4.93K -52 -2%
ABC
212
Associated Banc-Corp
Wisconsin
$301K
PP
213
Patten & Patten
Tennessee
$300K
IAA
214
Ironsides Asset Advisors
North Carolina
$290K -$1.76M -18,500 -86%
PJSIMP
215
P.J. Schmidt Investment Management (PJS)
Wisconsin
$288K -$209K -2,200 -42%
KIA
216
KCM Investment Advisors
California
$288K
JIC
217
Johnson Investment Counsel
Ohio
$288K +$10.5K +111 +4%
FAM
218
Formidable Asset Management
Ohio
$277K -$3.32K -35 -1%
NB
219
NBT Bank
New York
$265K -$8.54K -90 -3%
FM
220
Foster & Motley
Ohio
$258K +$190 +2 +0.1%
ACP
221
Arcus Capital Partners
Georgia
$251K +$949 +10 +0.4%
DIP
222
DT Investment Partners
Pennsylvania
$251K +$24.7K +260 +11%
CC
223
Courier Capital
New York
$242K -$47.5K -501 -17%
CCM
224
Coe Capital Management
Illinois
$242K
Brown Advisory
225
Brown Advisory
Maryland
$242K +$29.4K +310 +14%