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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
201
Texas Yale Capital Corp
Florida
$4.88M +$910 +5 +0%
JWA
202
JFS Wealth Advisors
Pennsylvania
$4.68M +$364 +2 +0%
WT
203
Whittier Trust
California
$4.6M +$76.8K +422 +2%
LWM
204
Laidlaw Wealth Management
New York
$4.58M -$21.8K -120 -0.5%
CGL
205
Clarius Group LLC
Washington
$4.55M +$910 +5 +0%
RWI
206
Red Wave Investments
Pennsylvania
$4.53M -$458K -2,515 -9%
GVAG
207
Great Valley Advisor Group
Delaware
$4.5M +$69.6K +382 +2%
IFS
208
Ifrah Financial Services
Arkansas
$4.47M -$64.5K -354 -1%
SWP
209
Stratos Wealth Partners
Ohio
$4.46M -$2.17M -11,933 -33%
GT
210
Glenmede Trust
Pennsylvania
$4.41M -$650K -3,568 -13%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$4.4M -$5.43M -29,809 -56%
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$4.29M +$43.2K +237 +1%
Vontobel Holding
213
Vontobel Holding
Switzerland
$4.27M -$1.09K -6 -0%
ST
214
Smithfield Trust
Pennsylvania
$4.27M -$844K -4,638 -17%
TIM
215
Tortoise Investment Management
New York
$4.17M +$824K +4,527 +25%
KCM
216
Kendall Capital Management
Maryland
$4.16M -$18.2K -100 -0.4%
KAH
217
Kathryn A. Hall
$4.13M
LSA
218
Lion Street Advisors
Texas
$4.11M +$4.01M +21,999 New
SIG
219
Stonegate Investment Group
Alabama
$4.1M +$310K +1,701 +8%
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$4.08M +$13.7K +75 +0.3%
CTC
221
Central Trust Company
Missouri
$4.08M -$472K -2,595 -11%
TFCP
222
Twin Focus Capital Partners
Massachusetts
$4.08M -$335K -1,840 -8%
PFM
223
Phillips Financial Management
Indiana
$4.02M +$5.1K +28 +0.1%
EWM
224
Evercore Wealth Management
New York
$3.95M -$1.46K -8 -0%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$3.93M +$650K +3,568 +20%