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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Adams Wealth Management
Utah
$12.9M -$4.14M -20,255 -25%
FMP
127
Financial Management Professionals
Texas
$12.9M +$12M +58,935 +17,698%
MLA
128
MB, Levis & Associates
Pennsylvania
$12.9M +$156K +761 +1%
FA
129
Fountainhead AM
New Jersey
$12.5M +$161K +788 +1%
NW
130
NewEdge Wealth
Pennsylvania
$12.5M +$9.87M +48,293 +540%
DWM
131
Destination Wealth Management
California
$11.8M -$270K -1,320 -2%
TFO
132
Tarbox Family Office
California
$11.4M -$908K -4,444 -8%
AA
133
Alesco Advisors
New York
$11.4M -$236K -1,155 -2%
CCG
134
Chatham Capital Group
Georgia
$11.3M -$20.4K -100 -0.2%
BFAG
135
Blackston Financial Advisory Group
Florida
$11.2M -$43.7K -214 -0.4%
AG
136
Advocate Group
Minnesota
$11.2M -$173K -844 -2%
DADC
137
D.A. Davidson & Co
Montana
$11.1M +$1.49M +7,276 +17%
Stifel Financial
138
Stifel Financial
Missouri
$10.9M +$151K +739 +2%
MAM
139
Madison Asset Management
Wisconsin
$10.6M -$482K -2,359 -5%
WAG
140
Wheelhouse Advisory Group
Missouri
$10.5M +$9.84M +48,162 New
CWM
141
Congress Wealth Management
Massachusetts
$10.5M +$73.6K +360 +0.8%
HL
142
HeadInvest LLC
Maine
$10.5M +$12.3K +60 +0.1%
TIM
143
Total Investment Management
Arizona
$10.4M +$320K +1,566 +3%
SHFA
144
SC&H Financial Advisors
Maryland
$10.4M -$50.7K -248 -0.5%
FAG
145
Financial Advisory Group
Texas
$10.4M -$130K -637 -1%
FF
146
Farrell Financial
New York
$10.4M +$10.8M +52,861 New
MECA
147
Miller Equity Capital Advisors
Texas
$10.3M +$1.71M +8,390 +22%
BFO
148
Biltmore Family Office
North Carolina
$10.1M -$69.3K -339 -0.7%
RWMH
149
Riverpoint Wealth Management Holdings
Illinois
$10.1M +$19K +93 +0.2%
CFB
150
Cullen/Frost Bankers
Texas
$10.1M -$467K -2,287 -5%