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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
201
Phillips Financial Management
Indiana
$3.62M -$42K -231 -1%
KAH
202
Kathryn A. Hall
$3.62M
PWMAG
203
Pinnacle Wealth Management Advisory Group
New Jersey
$3.57M +$19.6K +108 +0.5%
AP
204
Adero Partners
California
$3.57M +$3.75M +20,649 New
MWM
205
Marietta Wealth Management
Georgia
$3.54M +$159K +873 +4%
HWM
206
HB Wealth Management
Georgia
$3.5M +$1.64M +8,999 +73%
EWM
207
Evercore Wealth Management
New York
$3.47M
BFA
208
Bragg Financial Advisors
North Carolina
$3.39M -$127K -698 -3%
MWM
209
Modera Wealth Management
New Jersey
$3.37M -$431K -2,371 -10%
BPA
210
Beacon Pointe Advisors
California
$3.37M -$196K -1,079 -5%
MECA
211
Miller Equity Capital Advisors
Texas
$3.35M +$1.99M +10,940 +115%
BDF
212
Black Diamond Financial
Maryland
$3.25M +$3.82K +21 +0.1%
WT
213
Whittier Trust
California
$3.23M -$34.9K -192 -1%
AWM
214
Atticus Wealth Management
Florida
$3.14M
IFG
215
Independent Financial Group
California
$3.13M +$362K +1,992 +12%
OCM
216
Objective Capital Management
Ohio
$3.12M +$45.8K +252 +1%
GCA
217
Gradient Capital Advisors
California
$3.1M +$10.7K +59 +0.3%
BBA
218
BLB&B Advisors
Pennsylvania
$3.03M -$14K -77 -0.4%
TIM
219
Tortoise Investment Management
New York
$2.96M +$816K +4,491 +33%
US Bancorp
220
US Bancorp
Minnesota
$2.91M -$43.1K -237 -1%
5L
221
55I LLC
Massachusetts
$2.84M +$1.98M +10,893 +168%
IA
222
IFG Advisory
Georgia
$2.84M +$62.2K +342 +2%
Jane Street
223
Jane Street
New York
$2.81M -$10.9M -60,141 -78%
NEAM
224
New England Asset Management
Connecticut
$2.8M
CF
225
Cantor Fitzgerald
New York
$2.79M -$495K -2,721 -14%