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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Fiducient Advisors
Illinois
$41.2M -$3.76M -18,322 -8%
BWFA
52
Baltimore-Washington Financial Advisors
Maryland
$39M -$6.12M -29,789 -12%
VFP
53
Verus Financial Partners
Virginia
$38.9M -$211K -1,027 -0.5%
HighTower Advisors
54
HighTower Advisors
Illinois
$38.9M +$81.7K +398 +0.2%
Mariner
55
Mariner
Kansas
$36.7M +$1.57M +7,627 +5%
JIP
56
Jaffetilchin Investment Partners
Florida
$34.1M +$29.8K +145 +0.1%
PFA
57
Pure Financial Advisors
California
$33.8M +$32.6M +158,779 +4,957%
SB
58
Sunflower Bank
Texas
$32.9M -$1.62M -7,883 -5%
WANY
59
Wealthspire Advisors (New York)
New York
$32M +$7.26M +35,341 +30%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$30.9M +$152K +741 +0.5%
CI
61
CX Institutional
Indiana
$29.2M +$1.43M +6,955 +5%
TI
62
Truepoint Inc
Ohio
$29M +$28.2M +137,346 +7,469%
JRFS
63
James Reed Financial Services
Ohio
$24.5M -$583K -2,836 -2%
LIM
64
Leavell Investment Management
Alabama
$24.3M -$2.24M -10,928 -9%
UCFA
65
United Capital Financial Advisors
Texas
$23.6M +$2.03M +9,887 +10%
MWP
66
Moller Wealth Partners
$23.5M +$2.13M +10,379 +10%
PA
67
Pinnacle Associates
New York
$23M +$6.5M +31,654 +40%
WFA
68
Wade Financial Advisory
California
$22.7M +$8.51M +41,418 +61%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$22.6M +$161K +783 +0.7%
SL
70
Systelligence LLC
Minnesota
$22.5M +$8.37M +40,737 +61%
FA
71
Fountainhead AM
New Jersey
$22.1M +$2.1M +10,223 +11%
RJA
72
Raymond James & Associates
Florida
$22M -$824K -4,011 -4%
HWMG
73
Hurlow Wealth Management Group
Indiana
$21.1M +$2.72M +13,255 +15%
CL
74
Choreo LLC
Illinois
$20.8M -$813K -3,959 -4%
CCA
75
Column Capital Advisors
Indiana
$20.5M +$2.81M +13,699 +16%