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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Column Capital Advisors
Indiana
$15.7M +$879K +5,291 +6%
JWM
77
Jackson Wealth Management
Florida
$15.5M -$428K -2,577 -3%
HWMG
78
Hurlow Wealth Management Group
Indiana
$15.2M +$468K +2,818 +3%
AIA
79
Arcadia Investment Advisors
Idaho
$15.1M -$20.4K -123 -0.1%
DWM
80
Destination Wealth Management
California
$14.2M -$493K -2,968 -4%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$14.1M -$18.6K -112 -0.1%
FHB
82
First Hawaiian Bank
Hawaii
$14.1M +$22.3K +134 +0.2%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$14.1M +$58.5K +352 +0.4%
LNB
84
Ledyard National Bank
$13.9M -$335K -2,019 -2%
NGA
85
Naples Global Advisors
Florida
$13.8M +$44.2K +266 +0.3%
Comerica Bank
86
Comerica Bank
Texas
$13.8M +$90K +542 +0.7%
ORIO
87
Old Republic International (ORI)
Illinois
$13.7M
CJA
88
C-J Advisory
California
$13.6M +$348K +2,093 +3%
BAAM
89
Baker Avenue Asset Management
California
$12.7M -$4.3M -25,882 -26%
EWM
90
Empirical Wealth Management
Washington
$12.7M -$227K -1,369 -2%
WA
91
Wealth Architects
California
$12.4M -$269K -1,622 -2%
SFG
92
Sage Financial Group
Pennsylvania
$12.2M +$227K +1,369 +2%
AA
93
Alesco Advisors
New York
$11.8M -$355K -2,135 -3%
WFA
94
Wade Financial Advisory
California
$11.5M -$9.97K -60 -0.1%
JP Morgan Chase
95
JP Morgan Chase
New York
$11.3M +$597K +3,591 +6%
Stifel Financial
96
Stifel Financial
Missouri
$11.1M +$2.47M +14,857 +31%
FA
97
Fountainhead AM
New Jersey
$10.9M +$10.3M +62,073 New
Franklin Resources
98
Franklin Resources
California
$10.9M +$66.5K +400 +0.6%
CCG
99
Chatham Capital Group
Georgia
$10.6M +$272K +1,635 +3%
TCBWMS
100
Texas Capital Bank Wealth Management Services
Texas
$10.2M