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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFW
51
Fusion Family Wealth
New York
$13M -$851K -7,516 -6%
BAAM
52
Baker Avenue Asset Management
California
$12.9M +$2.92M +25,814 +30%
DWM
53
Destination Wealth Management
California
$12.9M -$368K -3,248 -3%
TCM
54
TD Capital Management
Tennessee
$12.7M +$222K +1,964 +2%
SB
55
Simmons Bank
Arkansas
$12.3M -$147K -1,301 -1%
GC
56
Gibson Capital
Pennsylvania
$12M
LNB
57
Ledyard National Bank
$11.5M -$204K -1,802 -2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$11M +$361K +3,188 +3%
Goldman Sachs
59
Goldman Sachs
New York
$10.6M +$75K +662 +0.7%
RJA
60
Raymond James & Associates
Florida
$10.3M -$1.77M -15,649 -15%
EWM
61
Empirical Wealth Management
Washington
$9.87M -$178K -1,572 -2%
PA
62
Pinnacle Associates
New York
$9.79M -$43.4K -383 -0.4%
WA
63
Wealth Architects
California
$9.77M -$46K -406 -0.5%
FAG
64
Financial Advisory Group
Texas
$9.35M -$123K -1,087 -1%
BRF
65
B. Riley Financial
California
$9.23M +$202K +1,788 +2%
MFS
66
Monetta Financial Services
Illinois
$8.77M
CJA
67
C-J Advisory
California
$8.73M +$53.3K +471 +0.6%
NGA
68
Naples Global Advisors
Florida
$8.64M +$17K +150 +0.2%
AL
69
Aspiriant LLC
California
$8.26M +$6.71M +59,218 +481%
MBA
70
McQueen Ball & Associates
Pennsylvania
$8.19M -$113K -996 -1%
HighTower Advisors
71
HighTower Advisors
Illinois
$7.99M -$126K -1,113 -2%
SWM
72
SVA Wealth Management
Wisconsin
$7.58M -$108K -951 -1%
BTS
73
BB&T Securities
Virginia
$7.25M +$1.17M +10,288 +20%
NB
74
Nicolet Bankshares
Wisconsin
$6.98M +$1.06M +9,324 +18%
CCG
75
Chatham Capital Group
Georgia
$6.81M -$31.1K -275 -0.5%