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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
101
SageView Advisory Group
California
$15.9M -$406K -1,992 -2%
ME
102
McIlrath & Eck
Washington
$15.8M +$542K +2,661 +3%
BWA
103
BlueSky Wealth Advisors
North Carolina
$15.7M -$1.68M -8,225 -9%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$15.6M -$1.28M -6,305 -7%
AWM
105
Adams Wealth Management
Utah
$15.6M +$353K +1,735 +2%
WA
106
Wealth Architects
California
$15.5M -$33.6K -165 -0.2%
KCM
107
Kennicott Capital Management
California
$15.5M -$31.6M -154,993 -66%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$15.2M -$47.5K -233 -0.3%
AIA
109
Arcadia Investment Advisors
Idaho
$15M -$177K -867 -1%
Truist Financial
110
Truist Financial
North Carolina
$14.7M -$208K -1,021 -1%
RBC
111
Roble Belko & Company
Pennsylvania
$14.5M +$1.4M +6,856 +10%
PA
112
Pinnacle Associates
New York
$14.4M -$99.2K -487 -0.7%
FHB
113
First Hawaiian Bank
Hawaii
$14.4M -$136K -668 -0.9%
HTC
114
Haverford Trust Company
Pennsylvania
$13.9M +$13.9M +68,296 +2,627%
NGA
115
Naples Global Advisors
Florida
$13.5M -$155K -760 -1%
Cerity Partners
116
Cerity Partners
New York
$13.3M +$6.91M +33,917 +100%
HWM
117
Horizons Wealth Management
North Carolina
$13.3M -$255K -1,253 -2%
PAG
118
Private Advisor Group
New Jersey
$13.2M -$109K -537 -0.8%
AA
119
Atmos Advisory
Pennsylvania
$12.9M +$297K +1,456 +2%
CI
120
CX Institutional
Indiana
$12.3M -$16.2M -79,789 -56%
EWM
121
Empirical Wealth Management
Washington
$12M +$35.4K +174 +0.3%
WTC
122
WhitTier Trust Company
Nevada
$12M -$71.3K -350 -0.6%
RFM
123
Royal Fund Management
Florida
$11.8M +$165K +808 +1%
IWM
124
Integris Wealth Management
California
$11.8M -$991K -4,864 -7%
JP Morgan Chase
125
JP Morgan Chase
New York
$11.6M +$1.44M +7,088 +14%