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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JMG Financial Group
Illinois
$22.2M +$1.36M +13,769 +7%
Ameriprise
27
Ameriprise
Minnesota
$20.5M +$9.04M +91,242 +79%
UCFA
28
United Capital Financial Advisors
Texas
$17.5M -$130K -1,310 -0.7%
TCT
29
TIAA CREF Trust
Missouri
$16.7M +$627K +6,332 +4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.6M +$324K +3,275 +2%
W
31
Wealthfront
California
$16.5M +$801K +8,092 +5%
MWP
32
Moller Wealth Partners
$14.1M -$33.7K -340 -0.2%
LIM
33
Leavell Investment Management
Alabama
$13.8M -$24.9K -251 -0.2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$13.5M +$29.5K +298 +0.2%
PAG
35
Private Advisor Group
New Jersey
$12.6M +$249K +2,515 +2%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$11.8M +$195K +1,969 +2%
DWM
37
Destination Wealth Management
California
$11.2M -$325K -3,280 -3%
TCM
38
TD Capital Management
Tennessee
$11.1M -$56.6K -571 -0.5%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$11.1M -$8.81K -89 -0.1%
GC
40
Gibson Capital
Pennsylvania
$11M
SB
41
Simmons Bank
Arkansas
$10.6M -$110K -1,115 -1%
LNB
42
Ledyard National Bank
$10.4M -$152K -1,532 -1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$9.95M -$249K -2,516 -2%
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$9.66M +$711K +7,182 +8%
EWM
45
Empirical Wealth Management
Washington
$9.44M -$338K -3,412 -3%
RJA
46
Raymond James & Associates
Florida
$8.94M -$344K -3,471 -4%
WA
47
Wealth Architects
California
$8.8M -$221K -2,232 -2%
FAG
48
Financial Advisory Group
Texas
$8.46M -$386K -3,896 -4%
PA
49
Pinnacle Associates
New York
$8.37M -$44.6K -450 -0.5%
BPB
50
Badgley, Phelps & Bell
Washington
$8.3M +$26.5K +268 +0.3%