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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
IEQ Capital
California
$35.6M -$18.3M -54,772 -35%
AWMA
102
Arbor Wealth Management (Arizona)
Arizona
$34.3M +$33.3M +99,704 New
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$33.7M +$32.7M +97,994 New
TIAA Trust, National Association
104
TIAA Trust, National Association
North Carolina
$33.5M -$6.51M -19,515 -17%
RBC
105
Roble Belko & Company
Pennsylvania
$32.5M +$1.42M +4,267 +5%
MIM
106
Miller Investment Management
Pennsylvania
$31.1M +$1.25M +3,757 +4%
TCM
107
TD Capital Management
Tennessee
$30.3M -$23.4K -70 -0.1%
BPA
108
Beacon Pointe Advisors
California
$30.2M -$295K -884 -1%
AWM
109
Abound Wealth Management
Tennessee
$30.1M +$815K +2,443 +3%
NA
110
Nordwand Advisors
Pennsylvania
$29.9M -$16.7K -50 -0.1%
SFAM
111
Sawyer Falduto Asset Management
Illinois
$29.8M +$88.7K +266 +0.3%
NA
112
NewEdge Advisors
Louisiana
$29.2M +$1.77M +5,296 +7%
JRFS
113
James Reed Financial Services
Ohio
$29.1M -$379K -1,137 -1%
MWM
114
Modern Wealth Management
Kansas
$28.6M +$427K +1,281 +2%
AG
115
Advocate Group
Minnesota
$28.3M -$2.86M -8,582 -9%
WCAMG
116
Woodard & Company Asset Management Group
North Carolina
$28.1M -$11.7M -34,957 -30%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$27.5M +$1.8M +5,394 +7%
UCFA
118
United Capital Financial Advisors
Texas
$27.5M -$181K -543 -0.7%
BWA
119
BlueSky Wealth Advisors
North Carolina
$27.3M -$520K -1,558 -2%
MWP
120
Moller Wealth Partners
$27.2M -$288K -862 -1%
P
121
&Partners
Tennessee
$27M -$10.1M -30,382 -28%
IWC
122
Integrated Wealth Concepts
Massachusetts
$26.9M +$9.52M +28,540 +57%
NW
123
NewEdge Wealth
Pennsylvania
$26M -$775K -2,324 -3%
JFA
124
JNBA Financial Advisors
Minnesota
$25.8M -$938K -2,813 -4%
AIA
125
AssuredPartners Investment Advisors
Florida
$24.9M -$186K -559 -0.8%