We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
26
JFG Wealth Management
Colorado
$118M +$4.84M +23,759 +4%
CCM
27
Coldstream Capital Management
Washington
$109M -$6.26M -30,719 -5%
VFA
28
Voya Financial Advisors
Connecticut
$108M +$3.07M +15,087 +3%
BFG
29
Bleakley Financial Group
New Jersey
$106M -$44.6M -219,051 -29%
SS
30
Simplicity Solutions
Minnesota
$106M -$44.6M -219,057 -29%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$99.2M +$1.16M +5,702 +1%
S
32
SignatureFD
Georgia
$95.2M -$2.21M -10,873 -2%
WANY
33
Wealthspire Advisors (New York)
New York
$94.3M +$531K +2,605 +0.5%
TIAA Trust, National Association
34
TIAA Trust, National Association
North Carolina
$93.8M +$97.6M +479,402 New
MRC
35
Millburn Ridgefield Corp
New York
$91.6M +$8.37M +41,100 +10%
CCA
36
Catalyst Capital Advisors
New York
$91.6M +$8.43M +41,383 +10%
Osaic Holdings
37
Osaic Holdings
Arizona
$86.2M -$17.4M -85,613 -16%
GC
38
Garde Capital
Washington
$85M +$52.1K +256 +0.1%
JJBC
39
James J. Burns & Company
New York
$83.1M +$1.87M +9,176 +2%
HWA
40
Heartwood Wealth Advisors
Virginia
$79.5M +$317K +1,556 +0.4%
CAN
41
Cetera Advisor Networks
California
$79.2M +$8.1M +39,784 +11%
BP
42
Ballentine Partners
Massachusetts
$79M -$94.7K -465 -0.1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$77M +$1.66M +8,175 +2%
Mariner
44
Mariner
Kansas
$71.7M +$1.27M +6,231 +2%
CG
45
Colony Group
Massachusetts
$71.5M -$16.5K -81 -0%
CCM
46
Carlson Capital Management
Minnesota
$69.9M -$600K -2,945 -0.8%
Charles Schwab
47
Charles Schwab
California
$68.7M +$800K +3,927 +1%
BWFA
48
Baltimore-Washington Financial Advisors
Maryland
$67.5M +$203K +996 +0.3%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$66.2M -$1.46M -7,153 -2%
MG
50
MilWealth Group
Wisconsin
$62.8M +$136K +669 +0.2%