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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JMG Financial Group
Illinois
$14.1M -$612K -7,250 -4%
LNB
27
Ledyard National Bank
$13.6M -$163K -1,927 -1%
RJA
28
Raymond James & Associates
Florida
$13.6M +$352K +4,169 +3%
DWM
29
Destination Wealth Management
California
$12.3M -$66.6K -789 -0.5%
SFT
30
Simmons First Trust
Arkansas
$12.3M +$12.1M +142,937 New
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$11.8M +$357K +4,224 +3%
EWM
32
Empirical Wealth Management
Washington
$11.7M -$675K -7,990 -6%
FAG
33
Financial Advisory Group
Texas
$11.7M +$119K +1,408 +1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$10.9M -$1.99M -23,535 -16%
RH
35
Rayner & Haynor
California
$10.4M -$870K -10,300 -8%
JP Morgan Chase
36
JP Morgan Chase
New York
$10.3M +$389K +4,609 +4%
LIM
37
Leavell Investment Management
Alabama
$10.2M +$13.9K +165 +0.1%
SG Americas Securities
38
SG Americas Securities
New York
$9.19M -$1.06M -12,600 -11%
GC
39
Gibson Capital
Pennsylvania
$8.53M +$8.37M +99,107 New
CCM
40
Coldstream Capital Management
Washington
$8.29M +$2.95M +34,986 +57%
TCM
41
TD Capital Management
Tennessee
$7.36M +$922K +10,911 +15%
PA
42
Pinnacle Associates
New York
$6.94M -$45.9K -544 -0.7%
CCG
43
Chatham Capital Group
Georgia
$6.91M -$417K -4,935 -6%
EMA
44
Efficient Market Advisors
California
$6.76M -$135K -1,593 -2%
MFS
45
Monetta Financial Services
Illinois
$6.54M +$760K +9,000 +13%
BPB
46
Badgley, Phelps & Bell
Washington
$6.33M +$299K +3,545 +5%
DY
47
Dowling & Yahnke
California
$6.21M -$173K -2,043 -3%
APCM
48
Alaska Permanent Capital Management
Alaska
$5.73M +$286K +3,391 +5%
UCFA
49
United Capital Financial Advisors
Texas
$5.47M +$5.37M +63,554 New
CCMH
50
Cornerstone Capital Management Holdings
New York
$5.4M -$224K -2,650 -4%