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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$99.6M +$13.3M +62,151 +16%
KTC
27
Kistler-Tiffany Companies
Pennsylvania
$99.5M +$5.42M +25,261 +6%
CAAS
28
Capital Asset Advisory Services
Michigan
$97.8M +$2.54M +11,867 +3%
CCM
29
Carlson Capital Management
Minnesota
$90.6M -$7.99M -37,280 -8%
BP
30
Ballentine Partners
Massachusetts
$89.3M -$1.19M -5,535 -1%
ETC
31
Exchange Traded Concepts
Oklahoma
$88.9M +$86.3M +402,388 New
TF
32
TIAA FSB
Florida
$86M -$4.05M -18,881 -5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$83.3M +$11.2M +52,004 +16%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$82.1M +$1.13M +5,250 +1%
JWM
35
JFG Wealth Management
Colorado
$81.8M +$16.8M +78,444 +27%
HWA
36
Heartwood Wealth Advisors
Virginia
$80M -$399K -1,861 -0.5%
VFA
37
Voya Financial Advisors
Connecticut
$76.8M +$5.24M +24,445 +8%
NB
38
Norinchukin Bank
Japan
$73.9M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$69.8M +$2M +9,304 +3%
EH
40
Equitable Holdings
New York
$68.6M -$2.54M -11,839 -4%
MG
41
MilWealth Group
Wisconsin
$64.2M -$1.93M -8,991 -3%
BPWM
42
Badgley Phelps Wealth Managers
Washington
$56.6M +$7.28M +33,969 +15%
MGIA
43
Moneta Group Investment Advisors
Missouri
$54.9M +$406K +1,893 +0.8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$53.1M -$2.6M -12,109 -5%
BWFA
45
Baltimore-Washington Financial Advisors
Maryland
$52.8M +$1.36M +6,352 +3%
PAI
46
Pittenger & Anderson Inc
Nebraska
$50.2M +$2.2M +10,267 +5%
PA
47
Parallel Advisors
California
$49.3M -$139K -647 -0.3%
FA
48
Fiducient Advisors
Illinois
$47.7M +$157K +732 +0.3%
MML Investors Services
49
MML Investors Services
Massachusetts
$46.7M -$1.21M -5,638 -3%
MRC
50
Millburn Ridgefield Corp
New York
$45.7M -$28.3K -132 -0.1%