We are live on ! Find out more
VV icon

Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
51
AGF Management
Ontario, Canada
$64M -$3.13M -15,335 -5%
Creative Planning
52
Creative Planning
Kansas
$63.9M +$2.78M +13,603 +0.1%
PAI
53
Pittenger & Anderson Inc
Nebraska
$62.8M +$1.5M +7,344 +3%
TI
54
Truepoint Inc
Ohio
$61M +$2.27M +11,127 +4%
MML Investors Services
55
MML Investors Services
Massachusetts
$60.9M +$6.69M +32,737 +13%
TFA
56
Transamerica Financial Advisors
Florida
$56.2M -$5.31M -25,988 -9%
OHWA
57
Oak Hill Wealth Advisors
Virginia
$55.4M +$298K +1,456 +0.6%
TPI
58
Trust Point Inc
Wisconsin
$54M +$50.6M +247,764 New
PA
59
Parallel Advisors
California
$50.4M +$273K +1,338 +0.6%
JIP
60
Jaffetilchin Investment Partners
Florida
$42.9M +$150K +732 +0.4%
AH
61
Addis & Hill
Pennsylvania
$42.3M +$36.6M +178,959 New
JWS
62
Juncture Wealth Strategies
Arizona
$41.6M +$15.3M +74,763 +64%
JP Morgan Chase
63
JP Morgan Chase
New York
$40M +$25.4M +124,403 +211%
HighTower Advisors
64
HighTower Advisors
Illinois
$39.4M +$1.49M +7,280 +4%
JFG
65
JMG Financial Group
Illinois
$39.2M +$217K +1,060 +0.6%
AIM
66
Acropolis Investment Management
Missouri
$37.1M -$500K -2,446 -1%
PMFA
67
Plante Moran Financial Advisors
Michigan
$36.9M -$371K -1,817 -1%
Comerica Bank
68
Comerica Bank
Texas
$36.4M +$2.95M +14,432 +9%
BPWM
69
Badgley Phelps Wealth Managers
Washington
$33.6M +$565K +2,765 +2%
BAAM
70
Baker Avenue Asset Management
California
$33.5M +$4.69M +22,922 +18%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$33M -$1.32M -6,434 -4%
PFA
72
Pure Financial Advisors
California
$31.1M -$1.76M -8,599 -6%
KCM
73
Kathmere Capital Management
Pennsylvania
$30.3M +$21.1K +103 +0.1%
SB
74
Sunflower Bank
Texas
$29.5M -$1.07M -5,233 -4%
HWMG
75
Hurlow Wealth Management Group
Indiana
$29.1M -$174K -852 -0.6%