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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YCG
101
Yeomans Consulting Group
Georgia
$31.8M -$116K -371 -0.4%
Truist Financial
102
Truist Financial
North Carolina
$31M +$843K +2,701 +3%
Comerica Bank
103
Comerica Bank
Texas
$31M -$3.51M -11,252 -10%
NA
104
NewEdge Advisors
Louisiana
$30.8M +$15.8M +50,580 +107%
NW
105
NewEdge Wealth
Pennsylvania
$29.5M +$3.78M +12,118 +15%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$28.8M +$1.42M +4,538 +5%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$28.7M +$2.01M +6,440 +8%
JRFS
108
James Reed Financial Services
Ohio
$28.3M +$1.3M +4,162 +5%
TCM
109
TD Capital Management
Tennessee
$27.8M -$169K -541 -0.6%
BWA
110
BlueSky Wealth Advisors
North Carolina
$27.7M +$71.8K +230 +0.3%
MWM
111
Modern Wealth Management
Kansas
$27.6M -$625 -2 -0%
RBC
112
Roble Belko & Company
Pennsylvania
$27.5M -$367K -1,175 -1%
NA
113
Nordwand Advisors
Pennsylvania
$27.4M
SFAM
114
Sawyer Falduto Asset Management
Illinois
$27.3M +$27.1M +86,678 New
BPA
115
Beacon Pointe Advisors
California
$27.3M +$1.98M +6,336 +8%
P
116
&Partners
Tennessee
$26.9M +$1.21M +3,867 +5%
BCI
117
Brinker Capital Investments
Pennsylvania
$26.3M +$23.3M +74,676 +831%
AG
118
Advocate Group
Minnesota
$26M -$432K -1,384 -2%
UCFA
119
United Capital Financial Advisors
Texas
$25.4M +$7.55M +24,186 +43%
AWM
120
Abound Wealth Management
Tennessee
$25M +$190K +608 +0.8%
MWP
121
Moller Wealth Partners
$24.8M -$366K -1,172 -1%
FMP
122
Financial Management Professionals
Texas
$24.7M +$308K +985 +1%
CL
123
Choreo LLC
Illinois
$23.6M +$1.24M +3,969 +6%
KCM
124
Kennicott Capital Management
California
$22.8M +$521K +1,669 +2%
SEM
125
Strategic Equity Management
Arizona
$22.6M +$4.35M +13,941 +24%