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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$16M -$7.64M -28,194 -31%
CI
127
CX Institutional
Indiana
$16M +$796K +2,940 +5%
MLA
128
MB, Levis & Associates
Pennsylvania
$16M +$427K +1,576 +3%
AC
129
AlphaCore Capital
California
$15.7M +$16.5M +60,892 New
NGA
130
Naples Global Advisors
Florida
$15.6M -$426K -1,571 -3%
AA
131
Atmos Advisory
Pennsylvania
$15.5M -$89.9K -332 -0.5%
FHB
132
First Hawaiian Bank
Hawaii
$15.4M -$581K -2,144 -3%
TFO
133
Tarbox Family Office
California
$15.3M +$2.69M +9,918 +20%
MIM
134
Miller Investment Management
Pennsylvania
$15.2M +$10K +37 +0.1%
AG
135
Advocate Group
Minnesota
$15.1M +$205K +758 +1%
Financial Engines Advisors
136
Financial Engines Advisors
California
$14.9M +$283K +1,043 +2%
UCFA
137
United Capital Financial Advisors
Texas
$14.9M -$116K -430 -0.7%
WAG
138
Wheelhouse Advisory Group
Missouri
$14.8M +$894K +3,302 +6%
AllianceBernstein
139
AllianceBernstein
Tennessee
$14.7M -$354K -1,308 -2%
FF
140
Farrell Financial
New York
$14.7M -$697K -2,573 -4%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$14.5M +$4.28M +15,798 +39%
MI
142
Moneywise Inc
Virginia
$14.2M +$1.13M +4,156 +8%
SLT
143
St Louis Trust
Missouri
$13.9M +$3.54M +13,057 +32%
SFA
144
Sequoia Financial Advisors
Ohio
$13.9M +$8.53M +31,475 +138%
CCG
145
Chatham Capital Group
Georgia
$13.9M +$192K +708 +1%
EWM
146
Empirical Wealth Management
Washington
$13.7M -$200K -737 -1%
TIM
147
Total Investment Management
Arizona
$13.7M +$584K +2,156 +4%
BCMLT
148
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.6M -$4.93M -18,185 -26%
IWM
149
Integris Wealth Management
California
$13.6M -$859K -3,171 -6%
IRC
150
Investors Research Corp
Georgia
$13.4M +$975K +3,598 +7%