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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
$59.3M +$513K +2,820 +0.9%
TFA
52
Transamerica Financial Advisors
Florida
$54.4M -$366K -2,011 -0.7%
TI
53
Truepoint Inc
Ohio
$54.2M -$6.26M -34,395 -11%
PAI
54
Pittenger & Anderson Inc
Nebraska
$50.1M +$176K +967 +0.4%
OHWA
55
Oak Hill Wealth Advisors
Virginia
$45.1M +$1.61M +8,842 +4%
MML Investors Services
56
MML Investors Services
Massachusetts
$43.7M -$1.59M -8,726 -4%
PA
57
Parallel Advisors
California
$38.9M -$590K -3,239 -2%
JIP
58
Jaffetilchin Investment Partners
Florida
$37.5M -$4.21M -23,103 -10%
JFG
59
JMG Financial Group
Illinois
$34.4M -$1.83M -10,046 -5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$33.4M -$3.7M -20,338 -10%
AIM
61
Acropolis Investment Management
Missouri
$33.1M -$718K -3,944 -2%
VFP
62
Verus Financial Partners
Virginia
$31.7M -$191K -1,049 -0.6%
PFA
63
Pure Financial Advisors
California
$31M -$53.9K -296 -0.2%
PMFA
64
Plante Moran Financial Advisors
Michigan
$31M -$910K -4,996 -3%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$29.6M -$31.9K -175 -0.1%
SB
66
Sunflower Bank
Texas
$28.9M +$308K +1,689 +1%
BPWM
67
Badgley Phelps Wealth Managers
Washington
$27.3M +$1.18M +6,495 +5%
CI
68
CX Institutional
Indiana
$26.6M -$5.07M -27,828 -16%
HighTower Advisors
69
HighTower Advisors
Illinois
$25.8M -$260K -1,426 -1%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$25.3M +$421K +2,310 +2%
HWMG
71
Hurlow Wealth Management Group
Indiana
$24.3M +$2.31M +12,691 +11%
WCAMG
72
Woodard & Company Asset Management Group
North Carolina
$24.2M +$9.2M +50,526 +64%
RJA
73
Raymond James & Associates
Florida
$24M -$7.09M -38,917 -23%
KCM
74
Kathmere Capital Management
Pennsylvania
$23.9M +$1.01M +5,540 +5%
PAG
75
Private Advisor Group
New Jersey
$23.3M +$833K +4,574 +4%