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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$91.7M +$6.04M +19,296 +7%
NB
52
Norinchukin Bank
Japan
$89.7M
MG
53
MilWealth Group
Wisconsin
$88.4M +$893K +2,854 +1%
PMFA
54
Plante Moran Financial Advisors
Michigan
$85.8M -$6.25M -19,987 -7%
EH
55
Equitable Holdings
New York
$84.2M +$1.25M +4,007 +1%
IAS
56
IMA Advisory Services
Colorado
$78.8M +$509K +1,626 +0.6%
AM
57
AGF Management
Ontario, Canada
$78M -$1.55M -4,964 -2%
MML Investors Services
58
MML Investors Services
Massachusetts
$76.9M -$12.9M -41,118 -14%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$75.8M +$1.98M +6,332 +3%
BAAM
60
Baker Avenue Asset Management
California
$75.7M +$2.56M +8,194 +3%
Corient Private Wealth
61
Corient Private Wealth
Florida
$65.6M -$365K -1,165 -0.5%
TFA
62
Transamerica Financial Advisors
Florida
$64.7M -$5.38M -17,195 -7%
Osaic Holdings
63
Osaic Holdings
Arizona
$64.1M -$7.16M -22,899 -10%
Cerity Partners
64
Cerity Partners
New York
$63.5M +$1.2M +3,824 +2%
PA
65
Parallel Advisors
California
$63.2M -$1.36M -4,333 -2%
AH
66
Addis & Hill
Pennsylvania
$63.1M +$1.11M +3,533 +2%
JIP
67
Jaffetilchin Investment Partners
Florida
$61M +$171K +546 +0.3%
JWS
68
Juncture Wealth Strategies
Arizona
$60.7M -$10.3M -32,802 -14%
LNWTC
69
Laird Norton Wetherby Trust Company
Washington
$58.5M +$43M +137,570 +237%
Lido Advisors
70
Lido Advisors
California
$58.1M +$1.28M +4,080 +2%
TPI
71
Trust Point Inc
Wisconsin
$57.7M -$4.25M -13,586 -7%
SB
72
Sunflower Bank
Texas
$57.1M +$1.46M +4,675 +3%
HWMG
73
Hurlow Wealth Management Group
Indiana
$56.7M +$3.27M +10,444 +6%
TWM
74
TRB Wealth Management
Texas
$56M +$58.7M +187,507 New
FPN
75
Financial Planning Navigators
Minnesota
$53.3M +$2.23M +7,130 +4%