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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
26
JFG Wealth Management
Colorado
$186M +$12.9M +47,670 +7%
W
27
Wealthquest
Ohio
$184M -$1.1M -4,054 -0.6%
Raymond James Financial
28
Raymond James Financial
Florida
$180M -$1.49M -5,497 -0.8%
VFA
29
Voya Financial Advisors
Connecticut
$149M +$3.23M +11,933 +2%
CAM
30
Cresset Asset Management
Illinois
$146M -$914K -3,375 -0.6%
JJBC
31
James J. Burns & Company
New York
$136M -$2.69M -9,941 -2%
BFG
32
Bleakley Financial Group
New Jersey
$135M +$1.58M +5,829 +1%
CCM
33
Coldstream Capital Management
Washington
$123M -$1.84M -6,804 -1%
Mariner
34
Mariner
Kansas
$122M +$2.51M +9,263 +2%
CCA
35
Catalyst Capital Advisors
New York
$117M +$6.41M +23,678 +5%
MRC
36
Millburn Ridgefield Corp
New York
$117M +$6.41M +23,678 +5%
GC
37
Garde Capital
Washington
$111M -$53.4K -197 -0%
MAV
38
Mason & Associates (Virginia)
Virginia
$109M -$2.88M -10,642 -2%
GM
39
GeoWealth Management
Illinois
$109M -$2.97M -10,947 -3%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$104M +$68.8K +254 +0.1%
S
41
SignatureFD
Georgia
$103M -$6.34M -23,419 -6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$102M -$1.61M -5,951 -1%
BP
43
Ballentine Partners
Massachusetts
$100M -$291K -1,075 -0.3%
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$99.1M +$1.07M +3,935 +1%
HWA
45
Heartwood Wealth Advisors
Virginia
$89.6M -$10.8M -39,753 -10%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$87.2M -$2.11M -7,808 -2%
PAI
47
Pittenger & Anderson Inc
Nebraska
$84.8M +$548K +2,023 +0.6%
EH
48
Equitable Holdings
New York
$82.4M +$621K +2,294 +0.7%
TI
49
Truepoint Inc
Ohio
$80.1M +$17.3M +63,794 +26%
Goldman Sachs
50
Goldman Sachs
New York
$79.3M -$282K -1,041 -0.3%