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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
26
Wealthquest
Ohio
$205M +$1.08M +4,090 +0.6%
Raymond James Financial
27
Raymond James Financial
Florida
$203M +$3.19M +12,096 +2%
VFA
28
Voya Financial Advisors
Connecticut
$195M +$27.2M +103,051 +18%
BL
29
Balentine LLC
Georgia
$172M -$149M -564,407 -48%
BFG
30
Bleakley Financial Group
New Jersey
$158M +$8.18M +31,034 +6%
Mariner
31
Mariner
Kansas
$150M +$13M +49,464 +10%
CAM
32
Cresset Asset Management
Illinois
$149M -$12M -45,559 -8%
JJBC
33
James J. Burns & Company
New York
$148M -$2.85M -10,808 -2%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$146M +$27.9M +105,792 +26%
CCM
35
Coldstream Capital Management
Washington
$135M -$1.57M -5,943 -1%
MAV
36
Mason & Associates (Virginia)
Virginia
$135M +$12.2M +46,368 +11%
GM
37
GeoWealth Management
Illinois
$134M +$12.8M +48,479 +11%
CCA
38
Catalyst Capital Advisors
New York
$123M -$5.9M -22,396 -5%
MRC
39
Millburn Ridgefield Corp
New York
$123M -$5.9M -22,396 -5%
GC
40
Garde Capital
Washington
$123M +$175K +665 +0.2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$113M -$81.9K -311 -0.1%
S
42
SignatureFD
Georgia
$112M -$1.81M -6,855 -2%
BP
43
Ballentine Partners
Massachusetts
$111M +$49.5K +188 +0%
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$106M -$3.61M -13,693 -4%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$104M +$7.06M +26,808 +8%
HWA
46
Heartwood Wealth Advisors
Virginia
$100M +$954K +3,622 +1%
PAI
47
Pittenger & Anderson Inc
Nebraska
$94.5M +$324K +1,231 +0.4%
PMFA
48
Plante Moran Financial Advisors
Michigan
$94M +$46.1M +175,141 +113%
EH
49
Equitable Holdings
New York
$93.6M +$1.98M +7,526 +2%
JP Morgan Chase
50
JP Morgan Chase
New York
$91.5M +$12.3M +46,556 +17%