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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evercore Wealth Management
New York
$4.42M
FWM
202
Fortress Wealth Management
California
$4.42M +$3.94M +19,196 +956%
DWT
203
Dorsey & Whitney Trust
South Dakota
$4.3M +$2.46M +11,983 +139%
IPW
204
Intergy Private Wealth
Colorado
$4.29M +$1.89M +9,213 +81%
HMS
205
Hanseatic Management Services
New Mexico
$4.25M +$34.5K +168 +0.8%
BDF
206
Black Diamond Financial
Maryland
$4.14M -$18.9K -92 -0.5%
CFIA
207
Cantor Fitzgerald Investment Advisors
New York
$4.13M -$246K -1,196 -6%
MWM
208
Marietta Wealth Management
Georgia
$4.13M +$275K +1,337 +7%
CTC
209
Central Trust Company
Missouri
$4.11M -$1.49M -7,232 -27%
WT
210
Whittier Trust
California
$4.11M -$18.1K -88 -0.4%
NEWAS
211
N.E.W. Advisory Services
Wisconsin
$4.07M -$207K -1,008 -4%
B
212
Bridgeworth
Alabama
$4.03M +$40.7K +198 +1%
GVAG
213
Great Valley Advisor Group
Delaware
$4.03M -$3.08K -15 -0.1%
US Bancorp
214
US Bancorp
Minnesota
$3.95M -$363K -1,769 -9%
OCM
215
One Capital Management
California
$3.95M +$751K +3,654 +24%
PAS
216
Park Avenue Securities
New York
$3.93M +$325K +1,584 +9%
OCM
217
Objective Capital Management
Ohio
$3.92M +$205 +1 +0%
1WM
218
1900 Wealth Management
Texas
$3.88M +$2.28M +11,120 +148%
AWM
219
Atticus Wealth Management
Florida
$3.79M +$157K +763 +4%
GCA
220
Gradient Capital Advisors
California
$3.78M
EA
221
Elm Advisors
California
$3.76M -$2.75M -13,390 -43%
IWC
222
Integrated Wealth Concepts
Massachusetts
$3.61M +$120K +584 +3%
FA
223
FDx Advisors
Illinois
$3.61M +$582K +2,832 +20%
NEAM
224
New England Asset Management
Connecticut
$3.57M
CCMD
225
Cypress Capital Management (Delaware)
Delaware
$3.54M -$317K -1,545 -8%