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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$24M +$18.9M +98,426 +490%
BAAM
77
Baker Avenue Asset Management
California
$23.7M +$1.61M +8,408 +8%
IC
78
IEQ Capital
California
$22.6M -$2.2M -11,461 -9%
JWS
79
Juncture Wealth Strategies
Arizona
$22.5M -$511K -2,666 -2%
CCA
80
Column Capital Advisors
Indiana
$22M -$52.1K -272 -0.3%
SFG
81
Sage Financial Group
Pennsylvania
$22M +$57.7K +301 +0.3%
LI
82
Latigo Investments
Florida
$21.8M -$917K -4,786 -4%
BCMLT
83
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7M +$20.5M +107,040 +65,669%
LIM
84
Leavell Investment Management
Alabama
$21.7M -$1.23M -6,438 -6%
Corient Private Wealth
85
Corient Private Wealth
Florida
$21.7M -$507K -2,646 -2%
WFA
86
Wade Financial Advisory
California
$21.6M -$130K -680 -0.6%
MWP
87
Moller Wealth Partners
$21.1M -$1.12M -5,863 -5%
CL
88
Choreo LLC
Illinois
$19.7M +$36.2K +189 +0.2%
TCM
89
TD Capital Management
Tennessee
$19M -$103K -536 -0.6%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$19M +$1.03M +5,382 +6%
UCFA
91
United Capital Financial Advisors
Texas
$18.8M -$261K -1,361 -1%
Franklin Resources
92
Franklin Resources
California
$18M -$24K -125 -0.1%
BWA
93
BlueSky Wealth Advisors
North Carolina
$17.9M -$991K -5,169 -6%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$17.4M +$353K +1,844 +2%
SFI
95
SPC Financial Inc
Maryland
$17.4M -$182K -950 -1%
KHC
96
Koesten Hirschmann & Crabtree
Kansas
$17.2M -$90.9K -474 -0.6%
TCBWMS
97
Texas Capital Bank Wealth Management Services
Texas
$16.9M -$1.29M -6,714 -7%
SAG
98
SageView Advisory Group
California
$16.8M -$339K -1,770 -2%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$16.8M -$1.02M -5,318 -6%
WA
100
Wealth Architects
California
$16.1M -$202K -1,054 -1%