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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JMG Financial Group
Illinois
$19M +$4.29M +48,168 +31%
HWM
27
Heartwood Wealth Management
United Kingdom
$18.3M -$2.94K -33 -0%
UCFA
28
United Capital Financial Advisors
Texas
$17M +$199K +2,233 +1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$16.6M +$27.2K +305 +0.2%
TCT
30
TIAA CREF Trust
Missouri
$15M -$2.1M -23,579 -13%
PAG
31
Private Advisor Group
New Jersey
$13.7M +$1.39M +15,553 +12%
MWP
32
Moller Wealth Partners
$13.4M -$1.92M -21,584 -13%
W
33
Wealthfront
California
$13.4M -$7.29M -81,815 -37%
LIM
34
Leavell Investment Management
Alabama
$13M +$345K +3,865 +3%
DWM
35
Destination Wealth Management
California
$12.7M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$12.5M -$809K -9,077 -6%
TCM
37
TD Capital Management
Tennessee
$11.3M -$2.68M -30,099 -20%
Goldman Sachs
38
Goldman Sachs
New York
$11M -$15.5M -173,792 -60%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$10.8M -$120K -1,349 -1%
Ameriprise
40
Ameriprise
Minnesota
$10.6M +$3.11M +34,866 +45%
GC
41
Gibson Capital
Pennsylvania
$10.4M -$717K -8,037 -7%
EWM
42
Empirical Wealth Management
Washington
$10.3M +$109K +1,226 +1%
LNB
43
Ledyard National Bank
$10M +$80.1K +899 +0.8%
RJA
44
Raymond James & Associates
Florida
$9.44M -$3.29M -36,850 -27%
TNBTD
45
Trustmark National Bank Trust Department
Mississippi
$9.35M -$1.44M -16,164 -14%
WA
46
Wealth Architects
California
$8.62M -$42.5K -477 -0.5%
FAG
47
Financial Advisory Group
Texas
$8.42M -$479K -5,373 -6%
Jane Street
48
Jane Street
New York
$8.25M +$5.89M +66,059 +305%
PA
49
Pinnacle Associates
New York
$7.87M +$44.7K +501 +0.6%
BPB
50
Badgley, Phelps & Bell
Washington
$7.69M +$594K +6,666 +9%