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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$13.4M -$5.05M -28,810 -27%
NGA
102
Naples Global Advisors
Florida
$13.1M -$81.6K -465 -0.6%
FHB
103
First Hawaiian Bank
Hawaii
$13M -$14.7K -84 -0.1%
AWM
104
Adams Wealth Management
Utah
$12.9M +$12.4M +70,560 +1,978%
PA
105
Pinnacle Associates
New York
$12.8M -$32.6K -186 -0.3%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$12.8M +$819K +4,670 +7%
BHB
107
Bank Hapoalim BM
Israel
$12.4M
KCM
108
Kennicott Capital Management
California
$12.2M +$4.91K +28 +0%
SFI
109
SPC Financial Inc
Maryland
$11.6M -$3.71M -21,121 -24%
HWM
110
Horizons Wealth Management
North Carolina
$11.6M +$942K +5,370 +9%
IWM
111
Integris Wealth Management
California
$11.5M +$11.6M +66,110 New
AWS
112
AJ Wealth Strategies
New York
$11.4M +$8.56M +48,779 +298%
EWM
113
Empirical Wealth Management
Washington
$11.3M -$658K -3,750 -5%
TFO
114
Tarbox Family Office
California
$11.2M +$4.5M +25,656 +66%
RBC
115
Roble Belko & Company
Pennsylvania
$11.2M +$2.14M +12,202 +23%
RFM
116
Royal Fund Management
Florida
$11.1M +$472K +2,688 +4%
AA
117
Atmos Advisory
Pennsylvania
$11M +$674K +3,842 +6%
WTC
118
WhitTier Trust Company
Nevada
$10.9M +$2.15M +12,233 +24%
FA
119
Fountainhead AM
New Jersey
$10.7M -$478K -2,726 -4%
DWM
120
Destination Wealth Management
California
$10.6M -$160K -912 -1%
JP Morgan Chase
121
JP Morgan Chase
New York
$10.2M +$5.89M +33,576 +133%
CFB
122
Cullen/Frost Bankers
Texas
$10.1M +$3.06M +17,418 +43%
GC
123
Gibson Capital
Pennsylvania
$10M -$1.11M -6,334 -10%
BFAG
124
Blackston Financial Advisory Group
Florida
$9.83M -$436K -2,487 -4%
MLA
125
MB, Levis & Associates
Pennsylvania
$9.75M +$9.82M +55,978 New