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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$51M -$1.31M -7,491 -2%
PAI
52
Pittenger & Anderson Inc
Nebraska
$46.6M +$1.44M +8,194 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$42.2M +$2M +11,385 +5%
OHWA
54
Oak Hill Wealth Advisors
Virginia
$40.5M +$40.8M +232,509 New
JIP
55
Jaffetilchin Investment Partners
Florida
$39M +$5.73M +32,667 +17%
PA
56
Parallel Advisors
California
$36.9M -$823K -4,689 -2%
FA
57
Fiducient Advisors
Illinois
$35M +$677K +3,857 +2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$34.7M +$452K +2,579 +1%
JFG
59
JMG Financial Group
Illinois
$33.9M +$975K +5,557 +3%
VFP
60
Verus Financial Partners
Virginia
$32M -$2.67M -15,244 -8%
AIM
61
Acropolis Investment Management
Missouri
$31.6M +$1.67M +9,537 +6%
PMFA
62
Plante Moran Financial Advisors
Michigan
$29.8M +$7.4M +42,185 +33%
PWM
63
PRW Wealth Management
Massachusetts
$29.7M +$27.2M +154,997 +460%
CI
64
CX Institutional
Indiana
$29.6M +$219K +1,246 +0.7%
RJA
65
Raymond James & Associates
Florida
$29.1M +$10.1M +57,533 +52%
PFA
66
Pure Financial Advisors
California
$29M +$693K +3,948 +2%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$27.6M +$1.97M +11,253 +8%
SB
68
Sunflower Bank
Texas
$26.6M +$2.91M +16,573 +12%
BPWM
69
Badgley Phelps Wealth Managers
Washington
$24.4M -$1.54M -8,791 -6%
HighTower Advisors
70
HighTower Advisors
Illinois
$24.3M -$10.7M -61,205 -30%
IC
71
IEQ Capital
California
$24.2M +$1.89M +10,776 +8%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$23.2M +$4.87M +27,749 +26%
KCM
73
Kathmere Capital Management
Pennsylvania
$21.3M +$5.1M +29,083 +31%
HWMG
74
Hurlow Wealth Management Group
Indiana
$20.5M +$34.4K +196 +0.2%
LIM
75
Leavell Investment Management
Alabama
$20M -$26.5K -151 -0.1%