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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$16.6M +$154K +1,132 +0.9%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$15.7M +$4.41M +32,513 +39%
BCA
53
Berman Capital Advisors
Georgia
$15.7M +$1.86M +13,735 +14%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$15.1M -$72.5K -534 -0.5%
MGIA
55
Moneta Group Investment Advisors
Missouri
$14.9M +$6.65M +49,009 +82%
JWM
56
JFG Wealth Management
Colorado
$14.4M +$644K +4,742 +5%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$14M +$362K +2,670 +3%
TCM
58
TD Capital Management
Tennessee
$13.6M +$91.5K +674 +0.7%
LNB
59
Ledyard National Bank
$13.3M -$49.5K -365 -0.4%
DWM
60
Destination Wealth Management
California
$13.2M -$484K -3,565 -4%
PA
61
Pinnacle Associates
New York
$13M -$185K -1,364 -1%
AIA
62
Arcadia Investment Advisors
Idaho
$13M -$99.9K -736 -0.8%
CL
63
Choreo LLC
Illinois
$12.9M +$304K +2,242 +2%
CI
64
CX Institutional
Indiana
$12.8M +$258K +1,898 +2%
GC
65
Gibson Capital
Pennsylvania
$12.7M
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$12.6M +$426K +3,141 +4%
W
67
Wealthquest
Ohio
$12.5M +$6.68M +49,195 +116%
JFA
68
JNBA Financial Advisors
Minnesota
$12.3M -$359K -2,643 -3%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$11.7M +$222K +1,635 +2%
CJA
70
C-J Advisory
California
$11.3M +$25.7K +189 +0.2%
BPB
71
Badgley, Phelps & Bell
Washington
$11.1M +$127K +938 +1%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$11M +$1.06M +7,803 +11%
SB
73
Simmons Bank
Arkansas
$10.5M -$823K -6,060 -7%
JP Morgan Chase
74
JP Morgan Chase
New York
$10.3M -$136K -999 -1%
NGA
75
Naples Global Advisors
Florida
$10.2M +$122K +900 +1%