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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pure Financial Advisors
California
$33.5M -$1.05M -4,362 -3%
HWMG
77
Hurlow Wealth Management Group
Indiana
$33.3M +$124K +516 +0.4%
QCM
78
QRG Capital Management
Illinois
$33.1M +$2.72M +11,337 +9%
P
79
&Partners
Tennessee
$32.6M -$10M -41,732 -24%
Corient Private Wealth
80
Corient Private Wealth
Florida
$31.8M +$5.73M +23,842 +23%
S
81
Syntrinsic
Colorado
$31.5M +$232K +964 +0.8%
WCAMG
82
Woodard & Company Asset Management Group
North Carolina
$31.1M +$2.02M +8,417 +7%
HTC
83
Haverford Trust Company
Pennsylvania
$31M +$4.52M +18,810 +18%
ME
84
McIlrath & Eck
Washington
$29.1M +$2.39M +9,930 +9%
HighTower Advisors
85
HighTower Advisors
Illinois
$28.2M +$507K +2,109 +2%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$28.1M -$11.4M -47,420 -30%
SFG
87
Sage Financial Group
Pennsylvania
$28.1M +$34.1K +142 +0.1%
IC
88
IEQ Capital
California
$27.5M -$332K -1,383 -1%
Cerity Partners
89
Cerity Partners
New York
$27.2M +$1.21M +5,053 +5%
LI
90
Latigo Investments
Florida
$27.2M
RJA
91
Raymond James & Associates
Florida
$27M -$1.57M -6,543 -6%
LIM
92
Leavell Investment Management
Alabama
$26.8M -$395K -1,646 -2%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$26.6M -$651K -2,710 -2%
WFA
94
Wade Financial Advisory
California
$24.8M -$337K -1,402 -1%
MWP
95
Moller Wealth Partners
$23.4M -$1.2M -5,013 -5%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$23.4M -$252K -1,049 -1%
MAM
97
Madison Asset Management
Wisconsin
$23.1M +$11.1M +46,398 +97%
Franklin Resources
98
Franklin Resources
California
$22.3M +$70.1K +292 +0.3%
TCM
99
TD Capital Management
Tennessee
$22.3M -$251K -1,044 -1%
CL
100
Choreo LLC
Illinois
$22.2M +$331K +1,379 +2%