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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Catalyst Capital Advisors
New York
$41.4M -$171K -874 -0.4%
PAI
52
Pittenger & Anderson Inc
Nebraska
$41.2M +$1.35M +6,923 +3%
VFP
53
Verus Financial Partners
Virginia
$40.3M -$544K -2,786 -1%
JFG
54
JMG Financial Group
Illinois
$38.9M -$509K -2,609 -1%
SB
55
Sunflower Bank
Texas
$32.4M +$1.84M +9,417 +6%
HighTower Advisors
56
HighTower Advisors
Illinois
$30.3M -$4.66M -23,902 -14%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$29.8M +$11.9M +60,751 +69%
Mariner
58
Mariner
Kansas
$28.2M +$749K +3,840 +3%
WANY
59
Wealthspire Advisors (New York)
New York
$27.4M -$530K -2,718 -2%
CI
60
CX Institutional
Indiana
$27.1M -$1.19M -6,085 -4%
CL
61
Choreo LLC
Illinois
$25.5M -$414K -2,119 -2%
MWP
62
Moller Wealth Partners
$24.2M -$510K -2,615 -2%
LIM
63
Leavell Investment Management
Alabama
$23.2M
Truist Financial
64
Truist Financial
North Carolina
$22.5M +$773K +3,959 +4%
SB
65
Simmons Bank
Arkansas
$22.2M -$1.11M -5,666 -5%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$21.9M +$609K +3,122 +3%
UCFA
67
United Capital Financial Advisors
Texas
$21.7M +$255K +1,307 +1%
VVP
68
Venture Visionary Partners
Ohio
$20M -$1.85M -9,471 -9%
AIM
69
Acropolis Investment Management
Missouri
$19.8M -$733K -3,757 -4%
ORIO
70
Old Republic International (ORI)
Illinois
$19.7M +$3.9M +20,000 +26%
MAM
71
Madison Asset Management
Wisconsin
$19.6M -$418K -2,141 -2%
RJA
72
Raymond James & Associates
Florida
$19.6M +$888K +4,550 +5%
HWMG
73
Hurlow Wealth Management Group
Indiana
$19.4M +$1.2M +6,148 +7%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$18.9M -$1.52M -7,798 -8%
EW
75
Emerson Wealth
Michigan
$18.3M -$106K -542 -0.6%