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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
51
MilWealth Group
Wisconsin
$64.9M -$399K -2,083 -0.6%
TFA
52
Transamerica Financial Advisors
Florida
$58.8M -$165K -863 -0.3%
TI
53
Truepoint Inc
Ohio
$56.6M -$2.04M -10,642 -4%
PAI
54
Pittenger & Anderson Inc
Nebraska
$55.9M +$1.45M +7,590 +3%
MML Investors Services
55
MML Investors Services
Massachusetts
$50.6M +$3.03M +15,792 +7%
OHWA
56
Oak Hill Wealth Advisors
Virginia
$49.9M +$913K +4,764 +2%
PA
57
Parallel Advisors
California
$41.7M -$486K -2,538 -1%
JIP
58
Jaffetilchin Investment Partners
Florida
$39.6M -$996K -5,197 -3%
JFG
59
JMG Financial Group
Illinois
$36.8M -$544K -2,836 -2%
Goldman Sachs
60
Goldman Sachs
New York
$36.1M +$18.4M +95,943 +117%
AIM
61
Acropolis Investment Management
Missouri
$35.6M -$357K -1,861 -1%
PMFA
62
Plante Moran Financial Advisors
Michigan
$34.6M +$952K +4,968 +3%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$33.5M -$2.52M -13,172 -7%
PFA
64
Pure Financial Advisors
California
$30.9M -$2.61M -13,628 -8%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$30.7M -$1.38M -7,196 -5%
BPWM
66
Badgley Phelps Wealth Managers
Washington
$30.5M +$731K +3,812 +3%
VFP
67
Verus Financial Partners
Virginia
$30.2M -$5.14M -26,811 -16%
HighTower Advisors
68
HighTower Advisors
Illinois
$30.2M +$2.03M +10,599 +8%
SB
69
Sunflower Bank
Texas
$29.3M -$1.93M -10,066 -7%
CI
70
CX Institutional
Indiana
$28.9M +$124K +648 +0.5%
KCM
71
Kathmere Capital Management
Pennsylvania
$26.8M +$815K +4,252 +3%
HWMG
72
Hurlow Wealth Management Group
Indiana
$26.6M +$209K +1,092 +0.8%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$26.1M -$1.32M -6,865 -5%
WCAMG
74
Woodard & Company Asset Management Group
North Carolina
$25.9M -$320K -1,672 -1%
RJA
75
Raymond James & Associates
Florida
$25M -$952K -4,964 -4%