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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealth Architects
California
$15M -$526K -2,890 -3%
AWM
102
Adams Wealth Management
Utah
$14.7M +$866K +4,756 +6%
AIA
103
Arcadia Investment Advisors
Idaho
$14.6M -$635K -3,487 -4%
FHB
104
First Hawaiian Bank
Hawaii
$13.9M -$57.9K -318 -0.4%
KCM
105
Kennicott Capital Management
California
$13.8M +$710K +3,902 +6%
PA
106
Pinnacle Associates
New York
$13.8M +$71K +390 +0.5%
NGA
107
Naples Global Advisors
Florida
$13.8M -$327K -1,796 -2%
Truist Financial
108
Truist Financial
North Carolina
$13.4M -$901K -4,951 -6%
HWM
109
Horizons Wealth Management
North Carolina
$13.1M +$682K +3,748 +6%
RBC
110
Roble Belko & Company
Pennsylvania
$13M +$996K +5,471 +9%
ME
111
McIlrath & Eck
Washington
$12.6M +$3.41M +18,745 +38%
IWM
112
Integris Wealth Management
California
$12.2M -$99.6K -547 -0.8%
AA
113
Atmos Advisory
Pennsylvania
$12M +$241K +1,322 +2%
EWM
114
Empirical Wealth Management
Washington
$11.8M -$230K -1,264 -2%
TFO
115
Tarbox Family Office
California
$11.8M -$284K -1,561 -2%
WTC
116
WhitTier Trust Company
Nevada
$11.7M -$33.3K -183 -0.3%
DWM
117
Destination Wealth Management
California
$11.3M -$134K -735 -1%
RFM
118
Royal Fund Management
Florida
$11.2M -$690K -3,787 -6%
GC
119
Gibson Capital
Pennsylvania
$10.8M
MLA
120
MB, Levis & Associates
Pennsylvania
$10.8M +$287K +1,579 +3%
FA
121
Fountainhead AM
New Jersey
$10.5M -$924K -5,074 -8%
AA
122
Alesco Advisors
New York
$10.3M -$41K -225 -0.4%
AG
123
Advocate Group
Minnesota
$10.2M +$234K +1,283 +2%
AllianceBernstein
124
AllianceBernstein
Tennessee
$10.2M +$764K +4,195 +8%
MAM
125
Madison Asset Management
Wisconsin
$9.96M -$309K -1,697 -3%