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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$29.5M +$1.88M +12,211 +7%
JIP
52
Jaffetilchin Investment Partners
Florida
$28M +$3.7M +24,029 +16%
MGIA
53
Moneta Group Investment Advisors
Missouri
$27.4M -$1.22M -7,907 -4%
HighTower Advisors
54
HighTower Advisors
Illinois
$25.7M -$239K -1,547 -0.9%
WAM
55
Wealthspire Advisors (Maryland)
Maryland
$22.7M +$18.9M +122,846 +546%
VVP
56
Venture Visionary Partners
Ohio
$20.6M +$2.25M +14,594 +13%
LIM
57
Leavell Investment Management
Alabama
$19.8M -$191K -1,237 -1%
SB
58
Sunflower Bank
Texas
$19.7M -$2.7M -17,528 -12%
UCFA
59
United Capital Financial Advisors
Texas
$19.6M -$14.6K -95 -0.1%
MWP
60
Moller Wealth Partners
$19M -$1.67M -10,853 -8%
WANY
61
Wealthspire Advisors (New York)
New York
$18.5M -$432K -2,799 -2%
CL
62
Choreo LLC
Illinois
$18.3M -$253K -1,642 -1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$18M -$328K -2,130 -2%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$17M +$719K +4,666 +4%
Mariner
65
Mariner
Kansas
$16.5M +$877K +5,688 +6%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$16.4M +$107K +694 +0.7%
AIM
67
Acropolis Investment Management
Missouri
$16.1M -$218K -1,412 -1%
SB
68
Simmons Bank
Arkansas
$16M +$4.23M +27,431 +37%
BAAM
69
Baker Avenue Asset Management
California
$15.4M -$18.6M -120,634 -55%
Truist Financial
70
Truist Financial
North Carolina
$15.1M +$393K +2,549 +3%
EW
71
Emerson Wealth
Michigan
$14.8M +$14.6K +95 +0.1%
PA
72
Pinnacle Associates
New York
$14.8M +$187K +1,215 +1%
GC
73
Gibson Capital
Pennsylvania
$14.3M -$46.4K -301 -0.3%
TCM
74
TD Capital Management
Tennessee
$14.2M -$81.3K -527 -0.6%
JWM
75
Jackson Wealth Management
Florida
$14.2M -$967K -6,272 -6%