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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Patriot Wealth Management
Texas
$848K -$7.53K -63 -0.9%
SG Americas Securities
202
SG Americas Securities
New York
$838K +$232K +1,939 +40%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$832K
M&T Bank
204
M&T Bank
New York
$825K +$26.8K +224 +3%
ST
205
Smithfield Trust
Pennsylvania
$804K
CBU
206
CIBC Bank USA
Illinois
$803K +$21.6K +181 +3%
TCOV
207
Trust Company of Vermont
Vermont
$797K
OC
208
Oakworth Capital
Alabama
$781K
BCP
209
Berkeley Capital Partners
Georgia
$767K -$1.07K -9 -0.1%
IA
210
Independence Advisors
Pennsylvania
$762K
CCA
211
Cobblestone Capital Advisors
New York
$731K
AF
212
Alerus Financial
North Dakota
$699K
TIM
213
Tortoise Investment Management
New York
$679K -$56.3K -471 -8%
FAAS
214
First Allied Advisory Services
California
$676K +$86.2K +721 +15%
TL
215
TrueWealth LLC
Georgia
$670K +$653K +5,463 New
MG
216
McCutchen Group
Washington
$666K +$2.99K +25 +0.5%
MHS
217
M Holdings Securities
Oregon
$650K
CGL
218
Clarius Group LLC
Washington
$649K +$11.2K +94 +2%
KWM
219
Kingsview Wealth Management
Oregon
$646K +$22.3K +187 +4%
BCI
220
Brinker Capital Investments
Pennsylvania
$645K -$74K -619 -11%
CA
221
Cetera Advisors
Colorado
$645K +$5.38K +45 +0.9%
CG
222
Cutler Group
California
$642K +$196K +1,640 +46%
OCM
223
One Capital Management
California
$634K +$2.99K +25 +0.5%
TNB
224
Thomasville National Bank
Georgia
$632K -$159K -1,331 -21%
CFA
225
Carroll Financial Associates
North Carolina
$610K