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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
101
Kennicott Capital Management
California
$18.3M +$1.01M +4,960 +6%
SFI
102
SPC Financial Inc
Maryland
$17.7M -$929K -4,544 -5%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$17.7M +$246K +1,205 +2%
P
104
&Partners
Tennessee
$17.6M +$15.8M +77,350 New
BPA
105
Beacon Pointe Advisors
California
$17.5M -$36.8M -180,037 -69%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$17.4M -$2.43M -11,886 -13%
Truist Financial
107
Truist Financial
North Carolina
$17.4M +$916K +4,480 +6%
TCBWMS
108
Texas Capital Bank Wealth Management Services
Texas
$17.4M -$651K -3,185 -4%
WA
109
Wealth Architects
California
$16.8M -$437K -2,136 -3%
AIA
110
Arcadia Investment Advisors
Idaho
$16.6M -$114K -556 -0.7%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$16.6M -$267K -1,308 -2%
PA
112
Pinnacle Associates
New York
$16.1M +$613 +3 +0%
SAG
113
SageView Advisory Group
California
$16M -$2.07M -10,127 -12%
HWM
114
Horizons Wealth Management
North Carolina
$15.7M +$870K +4,258 +6%
FHB
115
First Hawaiian Bank
Hawaii
$15.3M -$657K -3,216 -4%
RBC
116
Roble Belko & Company
Pennsylvania
$15.1M -$963K -4,710 -6%
NGA
117
Naples Global Advisors
Florida
$14.6M -$472K -2,307 -3%
WTC
118
WhitTier Trust Company
Nevada
$14.5M +$1.09M +5,327 +9%
PAG
119
Private Advisor Group
New Jersey
$14.4M -$270K -1,320 -2%
AA
120
Atmos Advisory
Pennsylvania
$14.1M -$237K -1,158 -2%
UCFA
121
United Capital Financial Advisors
Texas
$13.8M -$5.35M -26,190 -29%
CI
122
CX Institutional
Indiana
$13.4M -$282K -1,380 -2%
EWM
123
Empirical Wealth Management
Washington
$13.2M -$187K -913 -1%
IWM
124
Integris Wealth Management
California
$13.1M -$27.4K -134 -0.2%
RFM
125
Royal Fund Management
Florida
$13.1M -$122K -596 -1%