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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
26
Wealthquest
Ohio
$169M -$151M -628,708 -90%
JWM
27
JFG Wealth Management
Colorado
$164M +$4.97M +20,681 +3%
CAM
28
Cresset Asset Management
Illinois
$157M -$3.18M -13,228 -2%
BFG
29
Bleakley Financial Group
New Jersey
$150M +$4.85M +20,188 +3%
SW
30
Simplicity Wealth
New Jersey
$150M +$4.85M +20,188 +3%
VFA
31
Voya Financial Advisors
Connecticut
$146M +$215K +893 +0.2%
JJBC
32
James J. Burns & Company
New York
$141M +$38.8M +161,713 +40%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$137M +$673K +2,800 +0.5%
CCM
34
Coldstream Capital Management
Washington
$125M -$2.99M -12,460 -2%
S
35
SignatureFD
Georgia
$112M -$4.26M -17,714 -4%
Mariner
36
Mariner
Kansas
$110M +$5.39M +22,432 +5%
WANY
37
Wealthspire Advisors (New York)
New York
$110M -$760K -3,163 -0.7%
CCA
38
Catalyst Capital Advisors
New York
$109M
MRC
39
Millburn Ridgefield Corp
New York
$109M
GC
40
Garde Capital
Washington
$108M -$75.4K -314 -0.1%
MAV
41
Mason & Associates (Virginia)
Virginia
$103M +$99.5M +414,319 New
GM
42
GeoWealth Management
Illinois
$103M +$3.27M +13,611 +3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$101M +$488K +2,033 +0.5%
BP
44
Ballentine Partners
Massachusetts
$97.5M +$40.8K +170 +0%
HWA
45
Heartwood Wealth Advisors
Virginia
$95.4M +$711K +2,961 +0.8%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$93.9M -$3.72M -15,478 -4%
BWFA
47
Baltimore-Washington Financial Advisors
Maryland
$93.4M +$2.28M +9,498 +3%
Osaic Holdings
48
Osaic Holdings
Arizona
$83.3M -$9.54M -39,733 -11%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$82.9M +$168K +699 +0.2%
PAI
50
Pittenger & Anderson Inc
Nebraska
$78.8M +$2.01M +8,374 +3%