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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$190M +$191M +704,212 New
JWM
27
JFG Wealth Management
Colorado
$182M +$12.2M +44,982 +7%
VFA
28
Voya Financial Advisors
Connecticut
$154M -$2.81M -10,388 -2%
CAM
29
Cresset Asset Management
Illinois
$154M -$11.3M -41,710 -7%
JJBC
30
James J. Burns & Company
New York
$145M -$3.43M -12,664 -2%
BFG
31
Bleakley Financial Group
New Jersey
$140M -$22M -81,252 -14%
CCM
32
Coldstream Capital Management
Washington
$131M -$1.08M -3,982 -0.8%
Mariner
33
Mariner
Kansas
$126M +$1.6M +5,912 +1%
WANY
34
Wealthspire Advisors (New York)
New York
$121M +$2.23M +8,217 +2%
MAV
35
Mason & Associates (Virginia)
Virginia
$118M +$5.92M +21,851 +5%
GM
36
GeoWealth Management
Illinois
$117M +$1.15M +4,240 +1%
GC
37
Garde Capital
Washington
$116M -$23K -85 -0%
CCA
38
Catalyst Capital Advisors
New York
$116M +$5.67M +20,924 +5%
MRC
39
Millburn Ridgefield Corp
New York
$116M +$5.67M +20,924 +5%
S
40
SignatureFD
Georgia
$114M -$4.49M -16,567 -4%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$109M -$830K -3,063 -0.8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$108M -$649K -2,394 -0.6%
BP
43
Ballentine Partners
Massachusetts
$106M +$773K +2,854 +0.7%
HWA
44
Heartwood Wealth Advisors
Virginia
$105M +$971K +3,584 +0.9%
BWFA
45
Baltimore-Washington Financial Advisors
Maryland
$103M +$970K +3,581 +0.9%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$93.6M -$3.78M -13,950 -4%
Osaic Holdings
47
Osaic Holdings
Arizona
$91.7M +$4.76M +17,579 +5%
PAI
48
Pittenger & Anderson Inc
Nebraska
$88.5M +$1.86M +6,850 +2%
EH
49
Equitable Holdings
New York
$85.8M -$749K -2,764 -0.9%
Goldman Sachs
50
Goldman Sachs
New York
$83.5M +$10.3M +38,040 +14%