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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
101
Oak Hill Wealth Advisors
Virginia
$29.3M -$420K -1,420 -1%
TCM
102
TD Capital Management
Tennessee
$27.4M +$40K +135 +0.2%
RBC
103
Roble Belko & Company
Pennsylvania
$27.2M +$937K +3,163 +4%
BWA
104
BlueSky Wealth Advisors
North Carolina
$27M -$1.76M -5,951 -6%
MWM
105
Modern Wealth Management
Kansas
$27M -$177K -598 -0.7%
NA
106
Nordwand Advisors
Pennsylvania
$26.8M
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$26.8M +$25.7M +86,905 New
JRFS
108
James Reed Financial Services
Ohio
$26.4M -$1.44M -4,847 -5%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$26.1M +$1.11M +3,734 +5%
AG
110
Advocate Group
Minnesota
$25.9M +$6.91M +23,325 +38%
BA
111
Bristlecone Advisors
Washington
$25.8M +$49.2K +166 +0.2%
NW
112
NewEdge Wealth
Pennsylvania
$25.5M -$523K -1,768 -2%
P
113
&Partners
Tennessee
$25.1M -$812K -2,742 -3%
BPA
114
Beacon Pointe Advisors
California
$24.7M +$531K +1,793 +2%
MWP
115
Moller Wealth Partners
$24.6M -$1.31M -4,434 -5%
AWM
116
Abound Wealth Management
Tennessee
$24.3M +$96.8K +327 +0.4%
Corient Private Wealth
117
Corient Private Wealth
Florida
$24.1M -$6.35M -21,453 -19%
FMP
118
Financial Management Professionals
Texas
$23.9M +$591K +1,996 +3%
PA
119
Pinnacle Associates
New York
$22.1M -$244K -825 -1%
VFP
120
Verus Financial Partners
Virginia
$22M -$78.5K -265 -0.4%
KCM
121
Kennicott Capital Management
California
$21.8M -$95.9K -324 -0.5%
CL
122
Choreo LLC
Illinois
$21.7M -$182K -614 -0.9%
WA
123
Wealth Architects
California
$21.4M -$216K -728 -1%
AIA
124
Arcadia Investment Advisors
Idaho
$21.3M +$313K +1,057 +2%
Wellington Management Group
125
Wellington Management Group
Massachusetts
$21.1M +$20.3M +68,646 New