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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$87K
TVWM
502
Tower View Wealth Management
Wisconsin
$85K +$424 +3 +0.5%
Kayne Anderson Rudnick Investment Management
503
Kayne Anderson Rudnick Investment Management
California
$81K +$37.9K +268 +96%
JWA
504
JFS Wealth Advisors
Pennsylvania
$80K +$424 +3 +0.6%
TFGT
505
TS Financial Group (TSFG)
Illinois
$78K
LWA
506
LWS Wealth Advisors
New Jersey
$76K +$72.6K +513 New
WB
507
Webster Bank
Connecticut
$74K
PCTC
508
Perkins Coie Trust Company
Washington
$65K
Chevy Chase Trust
509
Chevy Chase Trust
Maryland
$65K +$62.2K +440 New
M
510
MOTCO
Texas
$65K +$62.2K +440 New
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$62K +$6.22K +44 +12%
WFMPM
512
Woodley Farra Manion Portfolio Management
Indiana
$61K +$58.1K +411 New
BBPWM
513
Blue Bell Private Wealth Management
Pennsylvania
$59K
JPLA
514
Joseph P. Lucia & Associates
New York
$57K
AssetMark Inc
515
AssetMark Inc
California
$56K +$54K +382 New
EWP
516
Engrave Wealth Partners
Texas
$54K +$52.3K +370 New
WTC
517
WhitTier Trust Company
Nevada
$53K
CFG
518
Citizens Financial Group
Rhode Island
$52K +$283 +2 +0.6%
AA
519
Ancora Advisors
Ohio
$51K +$49.1K +347 New
GWM
520
Geneos Wealth Management
Colorado
$49K +$43.4K +307 +1,228%
SFSIG
521
San Francisco Sentry Investment Group
California
$48K -$7.07K -50 -13%
TCM
522
Tradewinds Capital Management
Washington
$48K
BCA
523
Bray Capital Advisors
Florida
$47K -$8.06K -57 -15%
OPS
524
Orion Portfolio Solutions
Nebraska
$44K +$42.4K +300 New
BFC
525
Bedel Financial Consulting
Indiana
$43K