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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
151
Buckingham Strategic Wealth
Missouri
$6.64M +$1.77M +9,408 +32%
SIG
152
Stonegate Investment Group
Alabama
$6.61M +$6.36M +33,877 +762%
APA
153
American Portfolios Advisors
New York
$6.59M -$80K -426 -1%
JFA
154
JNBA Financial Advisors
Minnesota
$6.5M -$27.8K -148 -0.4%
V
155
Veritable
Delaware
$6.36M -$64.9K -346 -0.9%
CA
156
Continuum Advisory
Idaho
$6.27M -$18.2K -97 -0.3%
PWM
157
PRW Wealth Management
Massachusetts
$6.07M +$2.03M +10,800 +44%
JP Morgan Chase
158
JP Morgan Chase
New York
$5.92M -$4.11M -21,884 -39%
BJL
159
Brighton Jones LLC
Washington
$5.9M -$319K -1,701 -5%
TCA
160
Transcend Capital Advisors
New Jersey
$5.83M +$1.57M +8,343 +33%
CFG
161
Citizens Financial Group
Rhode Island
$5.83M -$50.3K -268 -0.8%
SWM
162
Sculati Wealth Management
Michigan
$5.72M +$260K +1,386 +4%
JWM
163
Jackson Wealth Management
Florida
$5.7M -$10.3M -54,885 -62%
NL
164
NWAM LLC
Washington
$5.52M +$4.69K +25 +0.1%
CAL
165
Capital Advisors Ltd
Ohio
$5.47M
AF
166
Allworth Financial
California
$5.31M +$187K +994 +3%
WIC
167
Whitegate Investment Counselors
New Hampshire
$5.3M
KAS
168
Kestra Advisory Services
Texas
$5.27M +$837K +4,458 +17%
PP
169
Prudential plc
United Kingdom
$5.23M +$1.33M +7,090 +30%
LNC
170
Lincoln National Corp
Pennsylvania
$5.05M -$62.7K -334 -1%
MIAN
171
Mariner Independent Advisor Network
Kansas
$5.02M +$89.7K +478 +2%
CHJWM
172
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.98M -$22.5K -120 -0.4%
DY
173
Dowling & Yahnke
California
$4.93M -$45.6K -243 -0.8%
ARC
174
Advisor Resource Council
Texas
$4.85M +$5.28M +28,158 New
SWM
175
Soundmark Wealth Management
Washington
$4.84M +$607K +3,233 +13%