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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$124M +$44.6M +218,042 +62%
BFG
27
Bleakley Financial Group
New Jersey
$123M +$4.55M +22,267 +4%
SS
28
Simplicity Solutions
Minnesota
$123M +$4.55M +22,267 +4%
JJBC
29
James J. Burns & Company
New York
$121M +$26.6M +130,279 +31%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$121M +$9.58M +46,874 +9%
CCM
31
Coldstream Capital Management
Washington
$116M -$4.98M -24,344 -4%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$105M +$112K +549 +0.1%
S
33
SignatureFD
Georgia
$104M -$2.08M -10,157 -2%
WANY
34
Wealthspire Advisors (New York)
New York
$101M -$4.3M -21,057 -4%
CCA
35
Catalyst Capital Advisors
New York
$95M -$6.6M -32,276 -7%
MRC
36
Millburn Ridgefield Corp
New York
$95M -$6.6M -32,276 -7%
GC
37
Garde Capital
Washington
$94.7M -$69.5K -340 -0.1%
Osaic Holdings
38
Osaic Holdings
Arizona
$91M -$4.82M -23,566 -5%
HWA
39
Heartwood Wealth Advisors
Virginia
$89.7M +$1.04M +5,103 +1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$88.3M +$2.29M +11,205 +3%
BP
41
Ballentine Partners
Massachusetts
$86.1M -$1.82M -8,914 -2%
CAN
42
Cetera Advisor Networks
California
$84.9M -$3.24M -15,838 -4%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$81.8M +$76.6M +374,740 New
Mariner
44
Mariner
Kansas
$81.1M +$1.07M +5,229 +1%
BWFA
45
Baltimore-Washington Financial Advisors
Maryland
$78.3M +$2.86M +13,986 +4%
CCM
46
Carlson Capital Management
Minnesota
$76.9M -$871K -4,260 -1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$73.7M -$111K -543 -0.2%
Goldman Sachs
48
Goldman Sachs
New York
$71M -$62.4M -305,353 -48%
MG
49
MilWealth Group
Wisconsin
$69.7M -$282K -1,379 -0.4%
EH
50
Equitable Holdings
New York
$65.4M -$1.37M -6,707 -2%