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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$28M +$27.4M +273,659 New
NLI
27
Nippon Life Insurance
Japan
$26.5M +$25.9M +258,600 New
Ameriprise
28
Ameriprise
Minnesota
$24.7M +$3.53M +35,273 +17%
JFG
29
JMG Financial Group
Illinois
$22.5M -$374K -3,735 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$21.8M -$2.78M -27,741 -12%
W
31
Wealthfront
California
$21.1M +$4.01M +40,008 +24%
UCFA
32
United Capital Financial Advisors
Texas
$18.6M +$529K +5,279 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$17.2M +$111K +1,106 +0.7%
TCT
34
TIAA CREF Trust
Missouri
$16.6M -$589K -5,881 -3%
MWP
35
Moller Wealth Partners
$14.5M -$64.8K -647 -0.5%
LIM
36
Leavell Investment Management
Alabama
$14.3M -$30.9K -309 -0.2%
PAG
37
Private Advisor Group
New Jersey
$13.6M +$245K +2,443 +2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$13.3M -$613K -6,118 -4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$12.5M +$292K +2,918 +2%
DWM
40
Destination Wealth Management
California
$12M +$445K +4,443 +4%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$12M +$1.94M +19,397 +20%
BPB
42
Badgley, Phelps & Bell
Washington
$11.5M +$2.83M +28,250 +34%
TCM
43
TD Capital Management
Tennessee
$11.4M +$1.2K +12 +0%
GC
44
Gibson Capital
Pennsylvania
$11.3M -$20K -200 -0.2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$11.2M -$123K -1,229 -1%
SB
46
Simmons Bank
Arkansas
$11.1M +$228K +2,273 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$10.8M +$536K +5,352 +5%
LNB
48
Ledyard National Bank
$10.6M -$183K -1,827 -2%
EWM
49
Empirical Wealth Management
Washington
$9.75M +$5.11K +51 +0.1%
PAI
50
Pittenger & Anderson Inc
Nebraska
$9.14M +$1.53M +15,303 +21%