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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$16.8M -$506K -3,827 -3%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$16.2M -$1.07M -8,096 -6%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$15M +$152K +1,148 +1%
JWM
54
JFG Wealth Management
Colorado
$13.9M +$2.4M +18,176 +22%
BCA
55
Berman Capital Advisors
Georgia
$13.7M +$4.06M +30,718 +43%
DWM
56
Destination Wealth Management
California
$13.5M +$179K +1,351 +1%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$13.4M -$1.21M -9,113 -8%
TCM
58
TD Capital Management
Tennessee
$13.3M -$142K -1,073 -1%
LNB
59
Ledyard National Bank
$13.2M -$278K -2,102 -2%
PA
60
Pinnacle Associates
New York
$13.1M +$110K +831 +0.9%
AIA
61
Arcadia Investment Advisors
Idaho
$13M -$56.2K -425 -0.4%
GC
62
Gibson Capital
Pennsylvania
$12.6M -$50.3K -380 -0.4%
JFA
63
JNBA Financial Advisors
Minnesota
$12.6M -$149K -1,124 -1%
CL
64
Choreo LLC
Illinois
$12.5M +$169K +1,278 +1%
CI
65
CX Institutional
Indiana
$12.4M +$520K +3,929 +4%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$12.1M +$335K +2,530 +3%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$11.4M -$508K -3,840 -4%
SB
68
Simmons Bank
Arkansas
$11.2M -$1.97M -14,857 -15%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$11.2M +$1.35M +10,218 +14%
CJA
70
C-J Advisory
California
$11.1M -$32.9K -249 -0.3%
BPB
71
Badgley, Phelps & Bell
Washington
$10.8M -$218K -1,648 -2%
EWM
72
Empirical Wealth Management
Washington
$10.3M -$264K -1,994 -3%
JP Morgan Chase
73
JP Morgan Chase
New York
$10.2M +$121K +916 +1%
FAG
74
Financial Advisory Group
Texas
$10.1M +$129K +973 +1%
NGA
75
Naples Global Advisors
Florida
$9.95M +$36.4K +275 +0.4%