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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
101
Leavell Investment Management
Alabama
$32.9M +$1.86M +5,942 +6%
LI
102
Latigo Investments
Florida
$32.6M
P
103
&Partners
Tennessee
$32.5M +$7.29M +23,315 +27%
Truist Financial
104
Truist Financial
North Carolina
$32.1M +$2.83M +9,033 +9%
SFG
105
Sage Financial Group
Pennsylvania
$32.1M -$969K -3,097 -3%
AQR Capital Management
106
AQR Capital Management
Connecticut
$31.9M -$5.09M -16,279 -13%
AG
107
Advocate Group
Minnesota
$27.2M +$2.58M +8,242 +10%
RBC
108
Roble Belko & Company
Pennsylvania
$26.9M +$896K +2,864 +3%
BPA
109
Beacon Pointe Advisors
California
$26.5M +$655K +2,095 +2%
TCM
110
TD Capital Management
Tennessee
$26.3M -$112K -359 -0.4%
NA
111
Nordwand Advisors
Pennsylvania
$26M
MIM
112
Miller Investment Management
Pennsylvania
$25.9M +$7.48M +23,893 +38%
SFAM
113
Sawyer Falduto Asset Management
Illinois
$25.8M -$92.6K -296 -0.3%
JRFS
114
James Reed Financial Services
Ohio
$25.6M -$1.33M -4,241 -5%
AWM
115
Abound Wealth Management
Tennessee
$25.4M +$1.77M +5,647 +7%
MWM
116
Modern Wealth Management
Kansas
$24.7M -$1.8M -5,748 -7%
BWA
117
BlueSky Wealth Advisors
North Carolina
$24.1M -$2.28M -7,282 -8%
UCFA
118
United Capital Financial Advisors
Texas
$24.1M -$36K -115 -0.1%
MWP
119
Moller Wealth Partners
$23.9M +$353K +1,127 +1%
NA
120
NewEdge Advisors
Louisiana
$23.8M -$5.65M -18,064 -18%
NW
121
NewEdge Wealth
Pennsylvania
$23.3M -$4.86M -15,546 -17%
JFA
122
JNBA Financial Advisors
Minnesota
$23.3M +$4.77M +15,243 +24%
VFP
123
Verus Financial Partners
Virginia
$22.7M +$25.7K +82 +0.1%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$22.3M +$3.28M +10,489 +16%
AIA
125
AssuredPartners Investment Advisors
Florida
$22.1M +$22.8M +73,021 New