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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
201
Bingham Osborn & Scarborough
California
$901K -$21.3K -170 -2%
CCM
202
Covington Capital Management
California
$889K -$7.53K -60 -0.8%
KBFS
203
Kohmann Bosshard Financial Services
Ohio
$844K
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$823K
M&T Bank
205
M&T Bank
New York
$815K
TCOV
206
Trust Company of Vermont
Vermont
$812K +$24.7K +197 +3%
PWM
207
Patriot Wealth Management
Texas
$808K -$31.6K -252 -4%
CBU
208
CIBC Bank USA
Illinois
$794K
CFA
209
Carroll Financial Associates
North Carolina
$788K +$192K +1,528 +31%
OC
210
Oakworth Capital
Alabama
$781K
TL
211
TrueWealth LLC
Georgia
$767K +$108K +862 +16%
PO
212
Private Ocean
California
$758K +$282K +2,249 +56%
PFS
213
Prospera Financial Services
Texas
$757K +$500K +3,985 +176%
IA
214
Independence Advisors
Pennsylvania
$739K -$14.4K -115 -2%
ST
215
Smithfield Trust
Pennsylvania
$726K -$71.6K -570 -9%
TIM
216
Tortoise Investment Management
New York
$720K +$50.2K +400 +7%
CCA
217
Cobblestone Capital Advisors
New York
$718K -$5.52K -44 -0.7%
BlackRock
218
BlackRock
New York
$710K -$41.4M -329,462 -98%
AF
219
Alerus Financial
North Dakota
$692K
BCP
220
Berkeley Capital Partners
Georgia
$671K -$89.4K -712 -11%
MHS
221
M Holdings Securities
Oregon
$667K +$25.1K +200 +4%
MG
222
McCutchen Group
Washington
$659K
CG
223
Caprock Group
Idaho
$636K +$69.4K +553 +12%
KWM
224
Kingsview Wealth Management
Oregon
$635K -$3.52K -28 -0.5%
CA
225
Cetera Advisors
Colorado
$632K -$8.66K -69 -1%