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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$17M -$369K -3,884 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$15.7M -$1.17M -12,367 -7%
TCT
28
TIAA CREF Trust
Missouri
$15.5M +$258K +2,715 +2%
W
29
Wealthfront
California
$15.1M +$1.49M +15,655 +11%
MWP
30
Moller Wealth Partners
$13.7M
LIM
31
Leavell Investment Management
Alabama
$13.4M +$133K +1,405 +1%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$13M +$312K +3,289 +2%
PAG
33
Private Advisor Group
New Jersey
$12.1M -$1.92M -20,185 -14%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$11.2M +$145K +1,530 +1%
DWM
35
Destination Wealth Management
California
$11.2M -$1.88M -19,770 -15%
Ameriprise
36
Ameriprise
Minnesota
$11M +$253K +2,662 +2%
HWM
37
Heartwood Wealth Management
United Kingdom
$10.9M -$7.74M -81,527 -42%
TCM
38
TD Capital Management
Tennessee
$10.8M -$779K -8,212 -7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$10.7M -$99.8M -1,051,482 -90%
GC
40
Gibson Capital
Pennsylvania
$10.6M
SB
41
Simmons Bank
Arkansas
$10.3M -$9.37M -98,748 -48%
LNB
42
Ledyard National Bank
$10.2M -$25.9K -273 -0.3%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$9.85M +$2.17M +22,874 +29%
EWM
44
Empirical Wealth Management
Washington
$9.45M -$1.02M -10,715 -10%
RJA
45
Raymond James & Associates
Florida
$8.97M -$643K -6,776 -7%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$8.73M +$6.63M +69,867 +329%
WA
47
Wealth Architects
California
$8.72M -$68.4K -721 -0.8%
BWFA
48
Baltimore-Washington Financial Advisors
Maryland
$8.65M +$1.47M +15,534 +21%
Jane Street
49
Jane Street
New York
$8.61M +$201K +2,122 +2%
FAG
50
Financial Advisory Group
Texas
$8.55M -$30.5K -321 -0.4%